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Guiding you to your Financial Future

Based in Madison Alabama, LifeCourse Capital, Inc. is an investment advisory registered with the state of Alabama, specializing in cultivating personal relationships with the members of the community in order to provide customized financial programs and products.

Our mission is to take the mystery out of investing, manage risk, maintain and build wealth, and to make retirement attainable. By guiding clients to pursue their financial objectives, we strive to establish long-term relationships by acting responsibly, honestly, and with the highest integrity to meet our clients’ goals.

Establishing relationships is the key to empathetic advising and equips our advisors to develop the strategies to suit a client’s vision and objectives. Dedicated to the needs of clients, these seasoned professionals are committed to making financial planning accessible. With an advisement team possessing over thirty years of experience in the banking and financial industries, LifeCourse Capital is home to seasoned, qualified representatives that develop tailor-made financial programs designed to educate, instill confidence and to serve as a roadmap toward a more secure financial future.



 

Helpful Content

What is the Value of Your Business?

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

A Look at Whole Life Insurance

A Look at Whole Life Insurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

A Decision Not Made Is Still a Decision

A Decision Not Made Is Still a Decision

Investors who put off important investment decisions may face potential consequence to their future financial security.

 

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

Global vs. International: What’s The Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

What's So Great About a Rollover?

Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.

Tips to Prevent the #1 Cause of Marital Rift

Couples may be able to head off many of the problems in a marriage that money can cause.

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Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Comparing Investments

Estimate the potential capital gains taxes due on your transactions.

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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

When Do You Need a Will?

When do you need a will? The answer is easy: right now.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.

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