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.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Tax Reform: Before and After
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
The latest trends in travel reflect a rich menu of exciting new possibilities.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Protect yourself against the damage that your homeowners policy doesn’t cover.
Tips to avoid checking in luggage on your next vacation.
This calculator helps estimate your federal estate tax liability.
Use this calculator to better see the potential impact of compound interest on an asset.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to compare the future value of investments with different tax consequences.
Assess whether you are running “in the black” or “in the red” each month.
This calculator may help you estimate how long funds may last given regular withdrawals.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Investors seeking world investments can choose between global and international funds. What's the difference?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
What does your home really cost?
It’s never a bad time to speak with your financial advisor about changes in your situation.
How does your ideal retirement differ from reality, and what can we do to better align the two?
The market is as unpredictable as the weather. We’d love to help you prepare.