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.
Certified Financial Fiduciary
CFF is a professional designation for financial professionals, namely, those who have successfully completed a rigorous certification and training process established by NACFF and The American Financial Education Alliance (AFEA), and who agree to uphold the highest moral, ethical and fiduciary standards of service when providing advice to potential or existing clients.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
A four-step framework for building a personal legacy.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Tips on insuring your teen driver.
Get ready to enjoy America’s national park system with this helpful article.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator may help you estimate how long funds may last given regular withdrawals.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
What does your home really cost?
In the world of finance, the effects of the "confidence gap" can be especially apparent.
What if instead of buying that vacation home, you invested the money?
It’s never a bad time to speak with your financial professional about changes in your situation.
What are your options for investing in emerging markets?