Navigating Uncertain Times
Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. We have a COVID-19 resources page linked below to read more. Feel free to contact us any time, for any reason. We are here to help.
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.
Crowdfunding—Capital for the 21st Century
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
When you’re married and have children, insurance needs will be different.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Learn when it may not make sense to file a claim on your home insurance.
To choose a plan, it’s important to ask yourself four key questions.
When considering life insurance, it's important to understand your options.
Protect yourself against the damage that your homeowners policy doesn’t cover.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Determine your potential long-term care needs and how long your current assets might last.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator shows how inflation over the years has impacted purchasing power.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
The market is as unpredictable as the weather. We’d love to help you prepare.
There are three things to consider before dipping into retirement savings to pay for college.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Here’s a quick guide to checking to see if you have unclaimed money.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.