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.
Learn when it may not make sense to file a claim on your home insurance.
Do your insurance needs stay the same when the nest empties?
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
When to start? Should I continue to work? How can I maximize my benefit?
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator can help you estimate how much you should be saving for college.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Determine if you are eligible to contribute to a traditional or Roth IRA.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
All about how missing the best market days (or the worst!) might affect your portfolio.
A special needs trust helps care for a special needs child when you’re gone.
$1 million in a diversified portfolio could help finance part of your retirement.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Make your retirement as exciting as your next vacation.
There are hundreds of ETFs available. Should you invest in them?