MoneyGuidePro and LifeYield Integrate
Goals-based Wealth Management Planning Leader now Connected with Leader in Tax-Smart Implementation Powhatan, Virgina and Boston,...
In the News
Franklin Templeton Chooses LifeYield
Boston, September 2, 2014 – LifeYield, LLC today announced an agreement to develop a customized version of LifeYield’s Social Security...
Financial Industry Veteran, J.C. Massar, joins LifeYield Advisory Board
BOSTON, May 19, 2014 – LifeYield, LLC a provider of tax-smart goals based investing software, today announced J.C. Massar has invested in...
LifeYield Featured in Marketwatch Article
LifeYield is featured in a MarketWatch article about how best to generate tax-smart retirement income from investible assets. "It's not...
LifeYield Receives Top Rating
Boston, Massachusetts, September 30, 2013 – LifeYield, LLC was one of only three firms to receive the highest rating in the annual Hearts...
LifeYield Mobile™ Available in Web Version
Boston, MA, May 20, 2013 – LifeYield announced today that a Web version of its highly acclaimed iPad tool will be available at no charge on...
LifeYield Wins Top Honors as Technology Innovator of the Year
Boston, Massachusetts, May 1, 2013 – LifeYield announced today that The Money Management Institute (MMI) recognized it as the 2013...
UMH Offers Clarity, Confidence to Wealthy
October 4, 2012 /FundFire/ – The retirement-planning process that many advisors typically employ is not meeting the needs of too many...
LifeYield Receives Top Rating
Boston, Massachusetts, August 1, 2012 – LifeYield, LLC was one of only three firms to receive the highest rating in a new Heart &...