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
Managing an Inheritance
A windfall from a loved one can be both rewarding and complicated.
Intellectual Property and Your Estate
Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.
White Elephant Inheritance
This article deals with how one might deal with a burdensome inheritance.
Exploring the Federal Student Grant Program
In this article, explore the benefits of the Federal Student Grant Program.
How Financial Professionals Are Compensated
Read this overview to learn how financial advisors are compensated.
Why Medicare Should Be Part of Your Retirement Strategy
How Medicare can address health care needs in your retirement strategy.
Questions to Ask About Medicare
Take the guesswork out of your IEP or SEP with this helpful article.
Understanding FDIC Insurance
FDIC insurance was designed to protect your deposited funds, but do you know how? This article answers that question.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
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Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
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What You Need to Know About Social Security
Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Rightsizing for Retirement
What does your home really cost?
When Markets React
When markets shift, experienced investors stick to their strategy.
Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.