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.
Investors who put off important investment decisions may face potential consequence to their future financial security.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
This calculator will help determine whether you should invest funds or pay down debt.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how much you have the potential to earn during your working years.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Do you know how to set up your financial goals for success? This knight does.
A bucket plan can help you be better prepared for a comfortable retirement.
If you died, what would happen to your email archives, social profiles and online accounts?
Here’s a crash course on saving for college.
Around the country, attitudes about retirement are shifting.