Retirement is a Whole New Ballgame
Put an Expert Team on the Field
Retirement should be about realizing lifelong goals - not worrying about your financial statistics. You need an experienced professional who can help you build investment strategies for lasting financial independence - giving you the freedom to lead an active retirement lifestyle.
Tim Sharer can position your assets for long-term retirement income. As a fee-based asset manager, he leads a team of financial all-stars dedicated to helping you maintain an independent lifestyle in retirement.
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What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
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Use this calculator to compare the future value of investments with different tax consequences.
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Assess whether you are running “in the black” or “in the red” each month.
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A presentation about managing money: using it, saving it, and even getting credit.
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Learn more about taxes, tax-favored investing, and tax strategies.
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How federal estate taxes work, plus estate management documents and tactics.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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Investors seeking world investments can choose between global and international funds. What's the difference?
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RE: Retirement
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Forecast
The market is as unpredictable as the weather. We’d love to help you prepare.