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    Blog, News & Information | Life Transitions Planning

    The Info You Need

    From Our Desk to Yours
    Financial PlanningMultigenerational Planning

    How Grandparents Can Build A Lasting Financial Legacy

    Financial Wellness

    How To Beat The Heat This Summer

    Tax Planning

    How Can I Maximize My Mid-Year Tax Deductions?

    How Grandparents Can Build A Lasting Financial Legacy Financial PlanningMultigenerational Planning
    2026-09-23

    How Grandparents Can Build A Lasting Financial Legacy

    Grandparents Day, celebrated on September 13, is a chance to recognize the important role grandparents…
    Tami Aloisa
    Love0
    How To Beat The Heat This Summer Financial Wellness
    2026-07-22

    How To Beat The Heat This Summer

    Summer 2026 is shaping up to be one of the hottest on record, with extreme…
    Tami Aloisa
    Love0
    How Can I Maximize My Mid-Year Tax Deductions? Tax Planning
    2026-06-19

    How Can I Maximize My Mid-Year Tax Deductions?

    Many new large and complex tax laws have been passed in the last decade, with…
    Tami Aloisa
    Love0
    10 Things You Need to Know About Retirement Financial PlanningRetirement Planning
    2026-04-24

    10 Things You Need to Know About Retirement

    April is Financial Literacy Month, which means it’s a great time to revisit the basics…
    Tami Aloisa
    Love0
    Wealth Preservation Through Generations Financial Planning
    2026-03-24

    Wealth Preservation Through Generations

    In today’s evolving economic and regulatory environment, preserving wealth requires integrated planning that aligns tax…
    Tami Aloisa
    Love0
    Navigating Financial Conversations As A Couple Financial Planning
    2026-02-17

    Navigating Financial Conversations As A Couple

    People get married at every age and stage of life but no matter the circumstances,…
    Tami Aloisa
    Love0
    Tax Prep Checklist
    How To Get Ready For The Upcoming Tax Season Financial PlanningTax Planning
    2026-01-21

    How To Get Ready For The Upcoming Tax Season

    Although many of us are still recovering from the hustle and bustle of the holidays,…
    Tami Aloisa
    Love0
    Is Long-Term Care Insurance Worth It? Financial Planning
    2025-11-20

    Is Long-Term Care Insurance Worth It?

    There’s a lot of debate surrounding Long-Term Care (LTC) insurance. What if you don’t need…
    Tami Aloisa
    Love0
    Medicare
    How Medicare Works Financial Planning
    2025-10-17

    How Medicare Works

    In order to start to understand how Medicare works, it’s helpful to have a bit…
    Tami Aloisa
    Love0
    Life Insurance Awareness Month
    What Life Insurance Can You Borrow From? Life Insurance
    2025-09-25

    What Life Insurance Can You Borrow From?

    September is “Life Insurance Awareness Month,” and we wanted to answer this common question: “What…
    Tami Aloisa
    Love0
    The Pursuit of Financial Freedom In Retirement Financial PlanningRetirement Planning
    2025-07-17

    The Pursuit of Financial Freedom In Retirement

    Financial freedom in retirement means more than just having enough money, it means having choices.…
    Tami Aloisa
    Love0
    Will Your Nest Egg Withstand Inflation and Market Volatility? Financial PlanningRetirement Planning
    2025-05-15

    Will Your Nest Egg Withstand Inflation and Market Volatility?

    It’s no secret that inflation is on the rise, impacting millions of Americans. Mix that…
    Tami Aloisa
    Love0
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    (757) 500-5352 | Tami.Aloisa@ltplanners.com

    Privacy Policy | Discretionary-Agreement | Consulting Agreement | Non-Discretionary Agreement | ADV Part 2A | ADV Part 2A/2B | SIPC | BrokerCheck | FINRA | IAPD Investment Advisor Public Disclosure
    Investment advisory services are offered through Life Transitions Planning, a registered investment advisor. Life Transitions Planning (“LTP” or “Firm”) and its representatives are in compliance with the current filing requirements imposed upon registered investment advisers by those jurisdictions in which the Firm has clients. The Firm may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. The Firm’s website is limited to the dissemination of general information pertaining to its advisory services together with access to additional investment related information, publications, ad links. Accordingly, the publication of The Firm’s website on the Internet should not be construed by any consumer and/or perspective client as LTP’s solicitation to effect or attempt to effect transactions in securities or the rendering of personalized investment advice for compensation. Any direct communication by the Firm with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of the Firm, please contact the SEC or state securities regulators for those states in which LTP maintains a filing. Copyright © 2026 Life Transitions Planning, LLC. All rights reserved.

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