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 Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Term insurance is the simplest form of life insurance. Here's how it works.
Would it surprise you to hear that China owns just 8% of the total outstanding debt of the U.S. Government?
An increasing number have been developed to help individuals with their personal finances.
It's important to understand how inflation is reported and how it can affect investments.
A company's profits can be reinvested or they can be paid out to the company’s shareholders as “dividends."
Ascertaining the value of your business is important for a variety of reasons.
Use this calculator to estimate your income tax liability, along with average and marginal tax rates.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to compare the future value of investments with different tax consequences.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Three things to consider before dipping into retirement savings to pay for college.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Pundits say a lot of things about the markets. Let's see if you can keep up.
With alternative investments, it’s critical to sort through the complexity.