Senior Financial Advisors is a comprehensive retirement planning firm that helps Tennessee pre-retirees and retirees effectively plan for and prepare for life’s greatest journey. As your retirement planner, allow our team to help you:
- Protect and preserve your retirement savings and investments
- Create an income plan for retirement
- Structure health care medical coverage through Medicare
- Plan for long-term care medical needs
- Develop and implement an estate plan
In today’s new and challenging economic environment, you must not only save and invest strategically in order to retire, but you must also take distributions from your accounts during retirement in the most efficient manner as well. Count on us as your retirement guides to help you get to and through your golden years.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Best Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
What can be learned from the savings rate?
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
If you are concerned about inflation—and expect short-term interest rates may increase—TIPS could be worth considering.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
This calculator helps estimate your federal estate tax liability.
Assess how many days you'll work in 2012 to pay federal tax liability.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator demonstrates the power of compound interest.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Do you have causes that you want to support with donations? Here are three tips.
Why are 401(k) plans, annuities, and IRAs so popular?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Here are five facts about Social Security that might surprise you.
Recent changes in estate tax laws could affect the strategy you have in place.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.