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.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
Put It in a Letter
A letter of instructions provides additional and more personal information regarding your estate.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
As our nation ages, many Americans are turning their attention to caring for aging parents.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Determine your potential long-term care needs and how long your current assets might last.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how much income may be needed at retirement to maintain your standard of living.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
Do you have causes that you want to support with donations? Here are three tips.
Three things to consider before dipping into retirement savings to pay for college.
Have you explored all of your choices when it comes to managing your taxable income?
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
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.