LifeManaged Blog

Baby Millionaires

Let’s talk about babies and how we can set these little ones up to be millionaires. The easiest way to invest for a child is to open an UTMA account. An UTMA or a uniform transfer to minors account in the simplest of terms, is a law that allows a minor to receive...

Money & Marriage

This topic hits close to home so I wanted to highlight the importance of discussing key financial aspects before marriage. And yes – some of these seem obvious but you’d be surprised how many people assume things when they’re in love instead of having a conversation about them.

Young Professionals

Help me lay the proper foundation to achieve my long-term goals

I’m a Young Professional that wants to know how I can take advantage of time to best start growing my wealth for the future.

Young Professionals. Help me set my family up for success with the right goals

Growing Families

Help me insure I am on the right path to secure our financial future and lifestyle

I’ve checked some basic boxes, but I am unsure if I could be doing more for my family.

financial advice for growing families

Financially Independent

Help me understand what more I can do with my wealth and taxes

I want to protect the wealth I’ve worked for while maximizing my current lifestyle and legacy goals. 

pre retirement wealth management advice