MoneyGuidePro and LifeYield Integrate By LifeYield | October 14, 2014 Goals-based Wealth Management Planning Leader now Connected with Leader in Tax-Smart Implementation Powhatan, Virgina and Boston,...
Franklin Templeton Chooses LifeYield By LifeYield | September 2, 2014 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 By LifeYield | May 19, 2014 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 By LifeYield | October 7, 2013 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 By LifeYield | September 30, 2013 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 By LifeYield | May 20, 2013 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...