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.
Helpful Content
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
Mortgages in Retirement
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
How to Read Your Credit Report
Solve a mystery while learning how important your credit report is with this story-driven interactive.
The Average American Budget
Learn about the average American budget in this fun and interactive piece.
Does Your Credit Score Affect Your Insurance Rates?
Your credit score may influence how much you pay for auto and home insurance.
Retirement Realities
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Impact Investing or Philanthropy
This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.
Women on the Rise
Explore the growing influence women wield over the economy with this handy infographic.
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What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
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The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Stay Safe with a Business Owner's Policy
Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.