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 2020 Five Star Wealth Manager. Click HERE to view the Five Star Professional Profile.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Learn about clauses in the SECURE Act that affect 401Ks, students, and families.
Try these activities to keep your brain sharp.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
This worksheet can help you estimate the costs of a four-year college program.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate your monthly and annual income from various IRA types.
This calculator demonstrates the power of compound interest.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how much you have the potential to earn during your working years.
Estimate the total cost in today's dollars of various mortgage alternatives.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Taking your Social Security benefits at the right time may help maximize your benefit.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
It’s never a bad time to speak with your financial professional about changes in your situation.
Around the country, attitudes about retirement are shifting.
How will you weather the ups and downs of the business cycle?