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.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
The S&P 500 represents 80% of the value of the U.S. equity market, it may be worth understanding.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
A change in your mindset during retirement may drive changes to your portfolio.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Determine your potential long-term care needs and how long your current assets might last.
This calculator demonstrates the power of compound interest.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn how to harness the power of compound interest for your investments.
Understanding the cycle of investing may help you avoid easy pitfalls.
Three things to consider before dipping into retirement savings to pay for college.
Pundits say a lot of things about the markets. Let's see if you can keep up.
What does your home really cost?
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.