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
What Can You Buy With 529 Distributions?
This article can be a helpful guide when beginning to prepare for education expenses.
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
Counteracting Capital Gains with Tax-Loss Harvesting
You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
AI Tools Changing Retiree Entrepreneurship
The impact that Artificial Intelligence (AI) tools can have on retirees with a consulting or small business venture.
Protecting Your Home Against Flood Loss
Protect yourself against the damage that your homeowners policy doesn’t cover.
Data Breach: Your Security To-Do List
This article provides a checklist of steps to take if you experience a data breach.
Understanding Homeowners Insurance
Purchasing homeowners insurance is critical for protecting your home.
Five Most Overlooked Tax Deductions
Five overlooked tax deductions to help manage your tax bill.
Navigating Retirement Pitfalls
Why are they made again and again? Making sense of these errors in judgment.
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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.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
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.
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
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The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, "What's next for the financial markets?"
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.