Lifetime Wealth Strategies

Lifetime Wealth Strategies Helping Individuals Navigate the Stock Market, Protect Their Lifestyle & Reduce Taxes Hello! Most people don't plan to fail, they just fail to plan.

I’m Adam Goodman, an independent financial advisor specializing in comprehensive retirement planning...

I specialize in providing strategies for clients who prefer to not just hope things work out financially. In today's economic environment many people are finding just doing something isn't enough, they need to ensure what they are doing is optimal and I help them do that.

Extra creamy potato salad over the campfire is a perfect summer addition.
05/27/2026

Extra creamy potato salad over the campfire is a perfect summer addition.

Switch up your traditional potato salad with this extra creamy recipe.

You might be surprised how easy energy efficient upgrades can dramatically improve the ROI on your home. Check this out ...
05/20/2026

You might be surprised how easy energy efficient upgrades can dramatically improve the ROI on your home. Check this out for some ideas.

These energy-efficient upgrades can bring you tons of ROI on your home.

A midcentury home on Mercer Island gets a reimagined layout.
05/13/2026

A midcentury home on Mercer Island gets a reimagined layout.

Floisand Studio Architects discuss their clients' renovation on Mercer Island, Washington.

Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitic...
05/08/2026

Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitical tensions, and upbeat first-quarter earnings lifted investor sentiment. The Nasdaq climbed 15.29%, the S&P 500 rose 10.42%, and the Dow gained 7.14%, while Canada’s S&P/TSX Composite added 3.65%. With no Fed meeting in May, attention turns to remarks from Fed officials and how evolving economic data may shape expectations moving forward. From \$34.1 billion in U.S. spending to the popularity of Mother’s Day dining and gifts, this month’s By the Numbers highlights how families celebrate the occasion.

Monthly Market Insights | May 2026 U.S. and Canadian Markets Stocks surged in April, notching their best month in five years as investors cheered upbeat economic news, efforts to lower tensions in the Middle East, and first-quarter results. The Nasdaq Composite rose an eye-catching 15.29 percent, wh...

This Mother's Day, you deserve something extra special: a new place to call home. A dream home is more than just a beaut...
05/06/2026

This Mother's Day, you deserve something extra special: a new place to call home. A dream home is more than just a beautiful property—it's also a setting for creating lasting memories with the people you love most. 🏡💖

Celebrate this season by embarking on a house-hunting journey with a trusted real estate agent by your side. From cozy kitchens to spacious primary bedroom suites to gorgeous gardens, let's explore the possibilities together. Send a message today! 🌷✨

Potpie is elevated to new levels with this dish, which adds lentils and a touch of curry powder to the mix.
04/29/2026

Potpie is elevated to new levels with this dish, which adds lentils and a touch of curry powder to the mix.

Impress friends and family with this most, airy, eye-catching loaf.

Here is an idea to celebrate this year: plant a beautiful home garden. Rainy April days will promote beautiful May flowe...
04/22/2026

Here is an idea to celebrate this year: plant a beautiful home garden. Rainy April days will promote beautiful May flowers—and colorful blooms will attract pollinators and wow your guests. Choose native plants for a water-conscious garden so you can let Mother Nature take care of the watering. What else can you do to make a positive difference on the environment?

Happy Earth Day!

1. Pay down debt. Debt doesn’t just affect your peace of mind—it affects your credit score and can limit your ability to...
04/15/2026

1. Pay down debt. Debt doesn’t just affect your peace of mind—it affects your credit score and can limit your ability to purchase a home or vehicle. Start with high-interest debt.
2. Add to your emergency fund. Reflect on how well you can financially endure an emergency like losing your job or sudden medical expenses. Develop a savings account to bolster your safety net.
3. Invest it. Putting your money toward investing can help you grow it, improving your future savings.
4. Pursue long-term goals. Think about how you could apply tax refund cash to future goals. Invest in education and professional development, or even save up to buy a new home.
5. Tackle delayed expenses. Apply these funds to costs you’ve been putting off, like home or auto repairs, maintenance services, and medical checkups. Investing in these areas now can save you money in the future.

For more financial advice, send a message! Let's help you achieve your financial goals.

Try these easy strategies to make a difference in your health while helping the earth.
04/08/2026

Try these easy strategies to make a difference in your health while helping the earth.

Easy ways to make a difference in your health while helping the earth.

U.S. stocks slipped in Q1 as AI disruption fears and Middle East tensions rattled investors. The S&P 500 fell 4.63%, the...
04/07/2026

U.S. stocks slipped in Q1 as AI disruption fears and Middle East tensions rattled investors. The S&P 500 fell 4.63%, the Nasdaq dropped 7.11%, and the Dow lost 3.58% — though six of eleven S&P 500 sectors still finished in the green, led by Energy's standout 37.91% gain. As the weather warms up and spring gets us outside, it turns out Americans are right there with you — over 181 million U.S. residents participated in outdoor recreation in 2024. Check out this month's by-the-numbers for more on the outdoor recreation economy.

Quarterly Market Insights | April 2026 U.S. and Canadian Markets Stocks fell in the first quarter amid concerns that artificial intelligence (AI) could disrupt certain industries and geopolitical issues that unsettled investors. The Dow Jones Industrial Average lost 3.58 percent while the Standard &...

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