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.
Don't Buy The Hype
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
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Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Life insurance proceeds are generally tax-free. But not in all cases.
Healthy habits are one of the greatest gifts to give your child.
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
Important items to consider when purchasing condo insurance.
Understanding the value of a home warranty.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to estimate your capital gains tax.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
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.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Taking your Social Security benefits at the right time may help maximize your benefit.
There’s an alarming difference between perception and reality for current and future retirees.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
There are a few things to consider when buying or leasing your next vehicle.
Making the most of surprises is a great reason to work with us.
Have you found yourself suddenly single? Here are 3 steps to take right now.