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Before, During and After Your Retirement

Your retirement…is it years away or perhaps right around the corner? Are you already retired and seeking assurance you will not outlive your money? Or perhaps you would like the confidence of feeling you will continue to take care of your family and loved ones after your retirement. Brinker Financial is a financial investment services firm specializing in all phases of your retirement.

FINANCIAL PLANNING NOW

Time Is On Your Side, And So Are We

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RETIREMENT PLANNING

You’re There.

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ESTATE PLANNING

Your Legacy.

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Helpful Content

Life and Death of a Twenty Dollar Bill

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

The Richest Man in Babylon

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Rightsizing for Retirement

Rightsizing for Retirement

What does your home really cost?

 

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

Should You Borrow from Your 401(k)?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

Global vs. International: What’s The Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

Death is No Excuse

The federal government requires deceased individuals to file a final income tax return.

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

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How Compound Interest Works

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

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

A Look at Systematic Withdrawals

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

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Managing Your Lifestyle

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

Protecting Those Who Matter Most

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

Tax Management Strategies

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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What Smart Investors Know

Smart investors take the time to separate emotion from fact.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

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