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.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Recent changes in estate tax laws could affect the strategy you have in place.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
What does your home really cost?
It's easy to let investments accumulate like old receipts in a junk drawer.
Agent Jane Bond is on the case, infiltrating the world of bonds.
$1 million in a diversified portfolio could help finance part of your retirement.