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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.

Helpful Content

Tips for Finding Care for Your Disabled Child

Tips for Finding Care for Your Disabled Child

The care of special-needs children continues into their adult years, and may survive the passing of their parents.

Test Your Estate Strategy Knowledge

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

Problems with Probate

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

 

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

Making Sense of U.S. Household Net Worth

A look inside the U.S. government's statistics on household net worth.

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

4 Steps to Protecting a Child with Disabilities

Planning for a special-needs child can be complicated, confusing, and even overwhelming.

How Insurance Deductibles Work

Knowing how insurance deductibles work can help you save money and give you peace of mind.

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Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

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