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 2019 Five Star Wealth Manager. Click HERE to view the Five Star Professional Profile.
Healthy habits are one of the greatest gifts to give your child.
It may help your business be better prepared in the event of the death of a principal or key employee.
This checklist can give you a quick snapshot of how prepared you are.
Bonds may outperform stocks one year only to have stocks rebound the next.
Understanding how capital gains are taxed may help you refine your investment strategies.
An increasing number have been developed to help individuals with their personal finances.
Estimate how much you have the potential to earn during your working years.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Assess how many days you'll work to pay your federal tax liability.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to assess the potential benefits of a home mortgage deduction.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
The importance of life insurance, how it works, and how much coverage you need.
Do you know these three personal finance sayings?
Here is a quick history of the Federal Reserve and an overview of what it does.
That big list of dreams and goals isn't the only way to look at your bucket list.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Smart investors take the time to separate emotion from fact.
There’s an alarming difference between perception and reality for current and future retirees.