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.
Tax Reform: Before and After
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Four Reasons Millennials Need an Estate Strategy
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
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Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Apps that help small business owners better manage and grow their business.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Estimate how much income may be needed at retirement to maintain your standard of living.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
Taking your Social Security benefits at the right time may help maximize your benefit.
How do the markets usually react to elections? Was the 2016 election any different?
Why are 401(k) plans, annuities, and IRAs so popular?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
When should you take your Social Security benefit?
There are three things to consider before dipping into retirement savings to pay for college.