Working towards a "worry-free" retirement!
Our commitment is to help you work towards achieving all your financial goals and to provide you with a “worry-free” retirement. At Senior Financial Advisors, Inc., we have a commitment to excellence in everything we do. We consider it an honor and a privilege to help our clients work towards making sound investment decisions that will contribute toward a secure future. We provide impeccable client service to help reduce taxes and protect assets by utilizing numerous investment products and strategies, so we can help protect our client’s lifestyle for a lifetime.
How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money and give you peace of mind.
What Is a Stretch IRA?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Money Draining Food Myths
These food myths will really put a drain on your wallet.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
For some, the social impact of investing is just as important as the return, perhaps more important.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
Your credit score may influence how much you pay for auto and home insurance.
When you’re married and have children, insurance needs will be different.
This questionnaire will help determine your tolerance for investment risk.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Peer-to-peer payment apps are one of the newest ways to send money.
Making the most of surprises is a great reason to work with us.
The decision whether to buy or rent a home may have long-term implications.
You’ve made investments your whole life. Work with us to help make the most of them.
It’s never a bad time to speak with your financial advisor about changes in your situation.