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.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
Building Your Legacy
A four-step framework for building a personal legacy.
Don’t overlook the need for renter’s insurance if you rent your home.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Beware of these traps that could upend your retirement.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
These food myths will really put a drain on your wallet.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator shows how inflation over the years has impacted purchasing power.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator can help you estimate how much you should be saving for college.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Learn how to harness the power of compound interest for your investments.
What if instead of buying that vacation home, you invested the money?
$1 million in a diversified portfolio could help finance part of your retirement.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Make your retirement as exciting as your next vacation.