Blog

By Diana J. Batchelor

by Bonnie A. Sewell, CFP®, CDFA™, AIF®

by Carolyn Walder

We at Lifetime Wealth Planning and Management are wishing you all the happiness and joy this holiday season and into the New Year! However, you may not be feeling so joyous over the performance of the markets and might be wondering, “What the heck is going on?”

by Diana J. Batchelor

The annual Medicare Open Enrollment period for 2019 coverage has started (beginning on October 15) and continues until December 7, 2018. 

During the annual enrollment period (AEP) you can change various aspects of your coverage, including the following:

by Bonnie A. Sewell, CFP®, CDFA™, AIF®

by Diana Batchelor

by Tonya Mason Branch

Cellphone usage has grown in the past 20 years. At least 94% of Americans have one. We use our cellphones roughly 16 hours a day, and we check them at least 150 times per day!  Today’s “smart” cellphones and other devices can host a variety of mobile applications.  These “mobile apps” are internet applications that are designed to work on smartphones. App usage has grown so much because apps work faster than websites, a well-designed app can perform functions more quickly, and apps usually store the data locally on the mobile device. There are currently over 3 million apps available for use. You can use apps for buying meals, tracking your daily exercise routine, and even maintaining your personal finances.

By Carolyn Walder

by Diana Batchelor

A fascinating article by Weston Wellington of Dimensional Fund Advisors, entitled "Nine Experts, Four Surprises, and One Million Dollar Bet," is presented for your reading enjoyment.  This article shows, once again, the importance of following an investment approach based on discipline and diversification rather than market predictions and timing.  After a great year in

by Carolyn T. Walder