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.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
The chances of an IRS audit aren’t that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Here's a breakdown of how the federal government spends your tax money.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
It sounds simple, but paying yourself first can really pay off.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Gaining a better understanding of municipal bonds makes more sense than ever.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how much of your Social Security benefit may be considered taxable.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate the total cost in today's dollars of various mortgage alternatives.
This questionnaire will help determine your tolerance for investment risk.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
With alternative investments, it’s critical to sort through the complexity.
Why are 401(k) plans, annuities, and IRAs so popular?
A bucket plan can help you be better prepared for a comfortable retirement.
Smart investors take the time to separate emotion from fact.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
There are nearly 1,200 ETFs available. Should you invest in them?