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"As a person in my 30’s, I really appreciate knowing that the money put away now will pay big dividends later in life.  I appreciate her explaining it and helping me get set up with the compounding accounts."

Colin K.

Boston, MA


Build a Thriving Lifestyle for Your Retirement

What does retirement mean to you?

Maybe it means having lots of time to do the things you want to do; spending time with family and friends, traveling the world, enjoying great food and fine wine… if that’s what you choose.

To put it simply, doing the things you’ve always wanted to do with the people you love.

Maybe it’s about giving back: investing, working, or volunteering on projects you’re passionate about. 

Retirement should be about waking up every morning, and looking forward to what the day has in store. Looking forward to the difference you’ll make in the world.  Helping the people who are eager for your experience, expertise, and wisdom to make their lives easier, more productive and more meaningful.

But that’s not what’s happening in America today.  

The US Dept of Labor reports that, “Baby Boomers #2 fear is dying. Their #1 fear is running out of money”.  

Many are living on much less than they had planned for, because they lost so much in the crash of 2008, and they were never told by their financial advisers that their social security could be taxable (for a second time) when taking money out of the tax deferred accounts like 401k’s, IRA,s, 403b’s, Did your advisor tell YOU about that?

At Lifestyle Wealth Group we believe that we should have lifetime tax free income and use the IRS tax code to do it the same way the wealthy have been doing for over 100 years.  In this retirement checklist, we help you understand your finances, show you how to live life on your terms, and play full out in your golden years.  

Do You Want to Make a Tax-Free Income a Part of Your Retirement Plan?

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