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Lifeworks Advisors

Name: Lifeworks Advisors
Address: 4095 Park East Court Ste. C, Grand Rapids, MI, 49546, US
Telephone: (616) 200-6512

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Lifeworks Advisors

A modern RIA and technology firm delivering the Future of Advice®.

06/18/2026

It's June. You have 6 months left to fix your finances before the year is gone.

Most people won't look at their money again until December, which is exactly when it's too late to do anything about it.

𝟴 𝗾𝘂𝗲𝘀𝘁𝗶𝗼𝗻𝘀 𝘁𝗼 𝗮𝘀𝗸 𝘆𝗼𝘂𝗿𝘀𝗲𝗹𝗳 𝗿𝗶𝗴𝗵𝘁 𝗻𝗼𝘄:
1. Did your income change this year?
2. Are your estimated taxes current?
3. Has your portfolio drifted?
4. Any losses worth harvesting?
5. Is your cash actually working?
6. Any big life changes your plan doesn't reflect?
7. When did you last check your beneficiaries?
8. Do your estate docs still say what you want?

If any of those gave you pause…it’s worth a conversation.

Link in bio to book a mid-year review with our team. Takes 30 minutes. Could change the rest of your year.

06/16/2026

At Lifeworks, we believe the values we hold as an organization extend beyond our doors. Our Values in Action series highlights the ways our employees carry those values into their communities, through the organizations they support, the causes they champion, and the events they show up for. This month, that's Alexa Stepanovsky, Lifeworks Vice President of Growth.

This April, Lifeworks sponsored Alexa to participate in the inaugural Champions of Inclusion Golf Classic in Rincon, GA — a one-of-a-kind tournament where every foursome includes a fifth player with an intellectual or developmental disability. The event sold out, and together the participants raised over $55,000 for the Faith Equestrian Therapeutic Riding Center and the Effingham County Navigator Team.

Alexa put it simply: "Proud to work for an organization like Lifeworks that puts its values into action."

We're proud to have people like Alexa on our team. 🏌️♀️

Read more about the event: https://www.wtoc.com/2026/04/02/rincon-gold-event-celebrate-champions-inclusion/

06/13/2026

The medicare surcharge nobody warns you about — take a listen!

06/11/2026

Most retirement numbers come from formulas.

Your real number comes from your actual life — what you'll spend, what Social Security covers, and what retirement actually looks like for you specifically.

Most retirement numbers come from formulas. Your real number comes from your actual life.

Every client who goes through Lifeworks' Life-Driven Planning™ process walks away with one key figure: their Financial Independence Number — what they need saved to fund the life they actually want in retirement.

It's a different calculation than what most advisors use, and different from what financial planning software generates. And more often than not, clients discover they're much closer to financial independence than they ever thought.

For most people who go through this process, the number is different from the one they walked in with. Often closer.

𝘓𝘪𝘧𝘦𝘸𝘰𝘳𝘬𝘴 𝘈𝘥𝘷𝘪𝘴𝘰𝘳𝘴 𝘪𝘴 𝘢 𝘳𝘦𝘨𝘪𝘴𝘵𝘦𝘳𝘦𝘥 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘢𝘥𝘷𝘪𝘴𝘦𝘳. 𝘛𝘩𝘪𝘴 𝘤𝘰𝘯𝘵𝘦𝘯𝘵 𝘪𝘴 𝘧𝘰𝘳 𝘦𝘥𝘶𝘤𝘢𝘵𝘪𝘰𝘯𝘢𝘭 𝘱𝘶𝘳𝘱𝘰𝘴𝘦𝘴 𝘰𝘯𝘭𝘺.

06/10/2026

Most people with a trust, a will, and a financial advisor assume their affairs are in order, but having the documents isn't the same as having a coordinated plan.

In most advisory relationships, the financial advisor has never read the trust, the estate attorney has never seen the account statements, and the financial decisions made since those documents were signed may have quietly unraveled what they were designed to protect.

Four specific failure modes show how this happens, and what to look for before assuming yours is different.

Swipe through, then read the full breakdown at the link. 👇
https://lifeworksadvisors.com/estate-plan-financial-plan-integration/

𝘓𝘪𝘧𝘦𝘸𝘰𝘳𝘬𝘴 𝘈𝘥𝘷𝘪𝘴𝘰𝘳𝘴 𝘪𝘴 𝘢 𝘳𝘦𝘨𝘪𝘴𝘵𝘦𝘳𝘦𝘥 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘢𝘥𝘷𝘪𝘴𝘦𝘳. 𝘛𝘩𝘪𝘴 𝘤𝘰𝘯𝘵𝘦𝘯𝘵 𝘪𝘴 𝘧𝘰𝘳 𝘦𝘥𝘶𝘤𝘢𝘵𝘪𝘰𝘯𝘢𝘭 𝘱𝘶𝘳𝘱𝘰𝘴𝘦𝘴 𝘰𝘯𝘭𝘺.

06/08/2026

We are thrilled to introduce the newest member of the Lifeworks Advisors family — Michael Demkiw!

Michael grew up in a normal New York family before moving to South Florida. There, he watched his family run several successful businesses. Though they did well, these businesses faced financial challenges that hurt the family's finances.

It was through witnessing those ups and downs of business taught him valuable lessons. He saw that if his family could make money mistakes, anyone could. He also learned that good planning leads to better results.

For over 30 years, Michael has worked in various sectors within the financial services ecosystem. With each role, banking, insurance, and wealth management, he was able to gain valuable insights that helped to shape a unique perspective on what it takes to provide the most value to his clients.

Because most people have one shot at getting retirement right and often wait until retirement is right upon them, Michael focuses on clients that are within 10 years of retirement, have been great savers, but don’t necessarily know what it takes to make it through 20 years of retirement.

Family and community keep Michael grounded. Living in Cold Spring Harbor, New York, he spends free time with family, playing with his dogs, kayaking, biking, and volunteering. He supports important causes by giving his time and money to:

Memorial Sloan Kettering's Caring Canine program
Pet Partners animal therapy program
US Coast Guard Auxiliary
Big Brothers of America

Third Tier Wealth Management has joined forces with Lifeworks Advisors, and we couldn't be more excited about what this means for the people we serve.

This wasn't just a business decision. It was the right fit. Lifeworks shares our belief that financial planning should be built around how you want to live, not the other way around. Their approach to intentional living, woven through everything from investment management to insurance, estate planning, and tax strategy, is exactly the kind of comprehensive, client-first thinking we've always aspired to bring under one roof.

Together, we can do more of what matters: simplify the complex, connect the dots across every corner of your financial life, and help you actually reach the goals that matter most to you.

That last part is rarer than it should be in this industry. We're honored to be part of a firm that takes it seriously.

More great years ahead. Thank you for trusting us to be part of yours.

Please join me in welcoming Michael to Lifeworks!

06/05/2026

Most people walk into a first meeting with a financial advisor prepared to ask about investment returns, market volatility, and account minimums.

Those are reasonable questions. They just don’t tell you everything you need to know.

The questions that matter most are about compensation, accountability, and how the relationship actually works, not how portfolios are invested.

Swipe through the four topics below. Each one comes with what to listen for, and the follow-up questions most people don't think to ask.

Full guide at the link, including what to ask specifically if you're within ten years of retirement.

https://lifeworksadvisors.com/questions-to-ask-a-financial-advisor/

𝘓𝘪𝘧𝘦𝘸𝘰𝘳𝘬𝘴 𝘈𝘥𝘷𝘪𝘴𝘰𝘳𝘴 𝘪𝘴 𝘢 𝘳𝘦𝘨𝘪𝘴𝘵𝘦𝘳𝘦𝘥 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘢𝘥𝘷𝘪𝘴𝘦𝘳. 𝘛𝘩𝘪𝘴 𝘤𝘰𝘯𝘵𝘦𝘯𝘵 𝘪𝘴 𝘧𝘰𝘳 𝘦𝘥𝘶𝘤𝘢𝘵𝘪𝘰𝘯𝘢𝘭 𝘱𝘶𝘳𝘱𝘰𝘴𝘦𝘴 𝘰𝘯𝘭𝘺.

06/03/2026

She spent three years researching advisors for credentials, experience, and references. What she didn't know to ask was whether her advisor was getting paid by the mutual funds in her portfolio.

He was. Legally disclosed somewhere in the paperwork, but never explained.

Her situation is more common than you'd think, and it usually comes down to one word: fee-only vs. fee-based.

Swipe for a quick breakdown of what each means, how the compensation works, and three free tools to check any advisor before you sign anything.

Full deep dive at the link below 👇

https://lifeworksadvisors.com/fee-only-vs-fee-based-financial-advisor/

Lifeworks Advisors is a registered investment adviser. This content is for educational purposes only.

05/28/2026

Investment skill and financial planning aren’t the same thing.

IRMAA brackets
Roth conversion windows
Distribution sequencing in retirement
Estate document gaps.
Deferred comp timing with Medicare enrollment

These aren’t investment questions; they’re coordination questions, and they tend to go unasked precisely because everything else looks fine.

The CFO whose portfolio is performing is often the last person to notice the Roth
conversion window that’s been quietly closing for six years.

It’s not a knowledge gap. It’s a different kind of expertise.

If that sounds worth a look, we’d be glad to take one.
👇 Schedule a conversation
https://lifeworksadvisors.com/get-started/?utm_source=social&utm_medium=organic-social&utm_campaign=get-started&utm_content=May social

𝘓𝘪𝘧𝘦𝘸𝘰𝘳𝘬𝘴 𝘈𝘥𝘷𝘪𝘴𝘰𝘳𝘴 𝘪𝘴 𝘢 𝘳𝘦𝘨𝘪𝘴𝘵𝘦𝘳𝘦𝘥 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘢𝘥𝘷𝘪𝘴𝘦𝘳. 𝘛𝘩𝘪𝘴 𝘤𝘰𝘯𝘵𝘦𝘯𝘵 𝘪𝘴 𝘧𝘰𝘳 𝘪𝘯𝘧𝘰𝘳𝘮𝘢𝘵𝘪𝘰𝘯𝘢𝘭 𝘱𝘶𝘳𝘱𝘰𝘴𝘦𝘴 𝘰𝘯𝘭𝘺 𝘢𝘯𝘥 𝘥𝘰𝘦𝘴 𝘯𝘰𝘵 𝘤𝘰𝘯𝘴𝘵𝘪𝘵𝘶𝘵𝘦 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘢𝘥𝘷𝘪𝘤𝘦. 𝘐𝘯𝘥𝘪𝘷𝘪𝘥𝘶𝘢𝘭 𝘳𝘦𝘴𝘶𝘭𝘵𝘴 𝘮𝘢𝘺 𝘷𝘢𝘳𝘺.

05/26/2026

There’s a difference between an investment advisor and a financial planner.
Most people don’t find out until they need one and realize they only have the other.
An investment advisor manages your portfolio, calls before trades, sends market commentary, and reviews your allocation. That’s the job.

A financial planner asks different questions.

👉 When should you take Social Security, and what does a two-year difference in timing actually cost you over your lifetime?
👉 Is Medicare supplemental coverage worth it for your specific situation?
👉 What happens to your accounts if you or your spouse passes unexpectedly?

One manages your money. The other manages your life.

If your advisor has never brought up any of that, it’s worth asking what you’re actually paying for.

We have those conversations every week. If that’s what you’re looking for, we’d be glad to talk.

👇 Schedule a conversation
https://lifeworksadvisors.com/get-started/?utm_source=social&utm_medium=organic-social&utm_campaign=get-started&utm_content=May social

L𝘪𝘧𝘦𝘸𝘰𝘳𝘬𝘴 𝘈𝘥𝘷𝘪𝘴𝘰𝘳𝘴 𝘪𝘴 𝘢 𝘳𝘦𝘨𝘪𝘴𝘵𝘦𝘳𝘦𝘥 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘢𝘥𝘷𝘪𝘴𝘦𝘳. 𝘛𝘩𝘪𝘴 𝘤𝘰𝘯𝘵𝘦𝘯𝘵 𝘪𝘴 𝘧𝘰𝘳 𝘪𝘯𝘧𝘰𝘳𝘮𝘢𝘵𝘪𝘰𝘯𝘢𝘭 𝘱𝘶𝘳𝘱𝘰𝘴𝘦𝘴 𝘰𝘯𝘭𝘺 𝘢𝘯𝘥 𝘥𝘰𝘦𝘴 𝘯𝘰𝘵 𝘤𝘰𝘯𝘴𝘵𝘪𝘵𝘶𝘵𝘦 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘢𝘥𝘷𝘪𝘤𝘦. 𝘐𝘯𝘥𝘪𝘷𝘪𝘥𝘶𝘢𝘭 𝘳𝘦𝘴𝘶𝘭𝘵𝘴 𝘮𝘢𝘺 𝘷𝘢𝘳𝘺.

Address

4095 Park East Court Ste. C
Grand Rapids, MI
49546

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Telephone

(616) 200-6512

Website

http://www.lifeworksadvisors.com/, http://go.lifeworksadvisors.com/cybersecurity

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