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    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?

    It’s Financial Literacy Month. How Much Do You Know About Retirement Accounts? Retirement Planning
    2025-04-16

    It’s Financial Literacy Month. How Much Do You Know About Retirement Accounts?

    April is often known for spring cleaning, Easter, and Passover, but it’s also Financial Literacy…
    Tami Aloisa
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    Do You Know the Connection Between Income and Medicare Costs? Medicare
    2025-03-24

    Do You Know the Connection Between Income and Medicare Costs?

    As you near retirement you’re probably focused on making sure you have enough income to…
    Tami Aloisa
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    What’s Your Relationship with Your Finances? Financial Planning
    2025-02-11

    What’s Your Relationship with Your Finances?

    An often-overlooked relationship is the one we have with our finances. As we celebrate the…
    Tami Aloisa
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    Start 2025 Strong with These 5 Financial Wellness Tips! Financial Planning
    2025-01-17

    Start 2025 Strong with These 5 Financial Wellness Tips!

    The new year is here, which means a fresh start to be the best, healthiest…
    Tami Aloisa
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    Understanding Life Insurance: 7 Things You Should Know Life Insurance
    2024-09-18

    Understanding Life Insurance: 7 Things You Should Know

    Life insurance is an important part of a comprehensive financial plan. Here are 7 things…
    Tami Aloisa
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    Ways to Save for College Costs Financial Planning
    2024-08-16

    Ways to Save for College Costs

    It’s back to school season—a perfect time to think about your children’s future. Parents and…
    Tami Aloisa
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    Personal Finance: The Importance of Starting Early Financial PlanningRetirement PlanningSocial SecurityTax Planning
    2024-07-22

    Personal Finance: The Importance of Starting Early

    Whether you’re just starting out in your career, you are a Gen-X-er sandwiched between your…
    Tami Aloisa
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    Annuity Sales Are Surging. Do You Know What They Are? AnnuitiesRetirement Planning
    2024-06-12

    Annuity Sales Are Surging. Do You Know What They Are?

    We’re here to help clear up some of the confusion about annuities during Annuity Awareness…
    Tami Aloisa
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    What is Sequence of Returns Risk? Retirement Planning
    2024-05-08

    What is Sequence of Returns Risk?

    Sequence of returns risk can put your retirement portfolio in jeopardy, but what is it,…
    Tami Aloisa
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    5 Things You Need to Know About Retirement Retirement Planning
    2024-04-15

    5 Things You Need to Know About Retirement

    Saving for retirement is important, but it’s also crucial to stay informed! Now that it’s…
    Tami Aloisa
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    Annuities Offer Protection and Growth Potential Retirement Planning
    2024-02-06

    Annuities Offer Protection and Growth Potential

    Annuities can be an important part of a retirement plan. Annuities have always played a…
    Tami Aloisa
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    6 Key Features of Indexed Universal Life Insurance Life Insurance
    2023-12-14

    6 Key Features of Indexed Universal Life Insurance

    Indexed universal life insurance is a type of permanent life insurance that offers different benefits…
    Tami Aloisa
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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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