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
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.
What To Do When Your Income Reaches 7 Figures
Preserve your high net worth with these foundational tips.
What's My 2026 Tax Bracket?
Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
SECURE Act 2.0: An Overview
The second iteration of the SECURE Act brings forward several changes to the world of retirement.
Understanding Equity Compensation
Net Unrealized Appreciation and how it affects tax responsibilities.
Can I Create a Roth if I’m Over the Income Limit?
Use this article to start conversations about the “backdoor” Roth IRA strategy.
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Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
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Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
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?"
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.