At Senior Financial Planning, LLC, we understand that retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs. Because over ninety percent of our clients are retirees with similar concerns, we are in an advantageous position to approach such challenges with experience and skill.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
How long does a $20 bill last?
Protect yourself against the damage that your homeowners policy doesn’t cover.
The true cost of raising a child may be far more than you expect.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Assess whether you are running “in the black” or “in the red” each month.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how much you have the potential to earn during your working years.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Taking your Social Security benefits at the right time may help maximize your benefit.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Recent changes in estate tax laws could affect the strategy you have in place.