At Senior Financial Planning, LLC, we understand retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around investments that can help create a hedge against outliving their income, the impact of inflation, taxation, or 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. Click HERE to view the Five Star award as seen in the October issue of Atlanta Magazine in which Tim is named a 2018 Five Star Wealth Manager.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
At what point can you call a personal vehicle commercial?
Knowing the rules may help you decide when to start benefits.
For homeowners who think their property taxes are too high, there are ways to appeal.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator can help you estimate how much you should be saving for college.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator can help you estimate how much you may need to save for retirement.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
You’ve made investments your whole life. Work with us to help make the most of them.
The decision whether to buy or rent a home may have long-term implications.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Women must be ready to spend, on average, more years in retirement than men.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
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