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.
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.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Insuring Your Business With a Buy/Sell Agreement
Buy/sell agreements may help a business be better prepared in the event of the death of a principal or key employee.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Understanding how capital gains are taxed may help you refine your investment strategies.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Couples may be able to head off many of the problems in a marriage that money can cause.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate the potential capital gains taxes due on your transactions.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator helps estimate your federal estate tax liability.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are things you can do to keep yourself safe when you lose your wallet.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
What does your home really cost?
Understanding the cycle of investing may help you avoid easy pitfalls.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
Three things to consider before dipping into retirement savings to pay for college.