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 partners with clients to build retirement income strategies tailored to their long-term goals. As a fee-based investment adviser representative, he and his team of experienced financial professionals are committed to helping clients work toward a financially independent 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
Yours, Mine, and Ours: Estate Strategies for Second Marriage
Second marriages are a trigger event to revisit any existing estate strategies.
3 Estate Challenges for Blended Families
This article will help your clients with blended families think and prepare their estate strategy.
A Checklist for When a Spouse or Parent Passes
An overview of some fundamental steps when a loved one passes.
Buying a Home
A look at what you need to think about when buying a home.
The Sequence of Returns
A look at how variable rates of return impact investors over time.
Navigating Retirement Pitfalls
Why are they made again and again? Making sense of these errors in judgment.
Medicare At 65+
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
Understanding Homeowners Insurance
Purchasing homeowners insurance is critical for protecting your home.
Year-End Charitable Gifting and You
This article may help you maximize the benefits of your donation for your chosen charity.
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Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
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Saving for College 101
Here's a crash course on saving for college.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?