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 If Your Kids Decide Against College?
Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.
Exploring the Federal Student Grant Program
In this article, explore the benefits of the Federal Student Grant Program.
The Big Pause
This handy interactive explains which essential government services are affected by a shutdown.
Pullbacks, Corrections, and Bear Markets
When the market experiences volatility, it may be a good time to review these common terms.
Six Surprising Facts About Retirement Confidence
This attention-grabbing infographic covers retirement topics you may not have considered.
How the SECURE Act 2.0 Changed RMDs
Understand how SECURE Act 2.0 affects RMDs and how using a QCD can possibly benefit both taxes and charitable goals.
Understanding ETFs: Building Blocks of Modern Investing
Educational ETF infographic explaining benefits, types & mechanics. Features current statistics and citations.
How Retirement Spending Changes With Time
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
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Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
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It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.