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.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
A collection of tips from professional travelers.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
This calculator helps estimate your federal estate tax liability.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator demonstrates the power of compound interest.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Make your retirement as exciting as your next vacation.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
A bucket plan can help you be better prepared for a comfortable retirement.