LifeWorks Private Wealth

10/21/2026

October is for winter prep—firewood, cleaning gutters, draining hoses… and finances. At LifeWorks, we’re doing the “money” version too 🍂

Quick checklist:
✅ Emergency fund topped up
✅ Holiday budget plan
✅ RMDs completed (if required)
✅ Plan for higher winter bills (heat, utilities)

Need a second set of eyes? Let’s talk.

10/21/2026

Do you know the difference between a global mutual fund and an international mutual fund?

Investors seeking world investments can choose between global and international funds. What's the difference?

10/20/2026

Are you looking for a balance? Find yours, starting with this video.

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.

10/19/2026

We hope to see you at Pumpkin Lane in Deer Park! LifeWorks will be there—stop by and say hello. We are looking forward to celebrating with you!

10/19/2026

Cyber attacks are a growing online threat, but the good news is that you can insure your business!

90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?

10/18/2026

Just entering retirement? Here's what you need to know.

Regardless of how you approach retirement, there are some things about it that might surprise you.

10/17/2026

Here's a common strategy high earners use: The backdoor Roth conversion! It involves moving money from a traditional IRA to a Roth IRA. Talk to your financial professional to see if it makes sense for you.

Use this article to start conversations about the “backdoor” Roth IRA strategy.

10/16/2026

An ILIT could play a role in your estate strategy.

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

10/15/2026

Facing divorce? Don't overlook changes to your insurance coverage.

In the face of divorce, making changes to insurance coverage may be overlooked.

10/14/2026

Retirement is the start of your next big adventure. What type of retirement do you dream of? Read more here:

Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?