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.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Will You Pay the AMT?
Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy
Buy/sell agreements are designed a business against the death of a principal or key employee.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Even low inflation rates over an extended period of time can impact your finances in retirement.
An inside look at how marginal income tax brackets work.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
This calculator can help you estimate how much you should be saving for college.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate the total cost in today's dollars of various mortgage alternatives.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
$1 million in a diversified portfolio could help finance part of your retirement.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Are you ready for retirement? Here are five words you should consider.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
There are nearly 1,200 ETFs available. Should you invest in them?