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Preparing For the Ultimate Vacation Don't Buy The Hype Once Upon a Goal A New Way to Look at Your Bucket List

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

The Latte Lie and Other Myths

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

Acres of Diamonds

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Once Upon a Goal

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

 

Please Leave Home Without It

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

How Financial Advisors Are Compensated

Read this overview to learn how financial advisors are compensated.

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

Fallen Tree Damage—Who Pays?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

How Does Your Credit Score Compare?

Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.

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Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

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Long-Term-Care Protection Strategies

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

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Protecting Those Who Matter Most

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

Managing Your Lifestyle

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

Principles of Preserving Wealth

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

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Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Forecast

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

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

Emerging Market Opportunities

What are your options for investing in emerging markets?

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