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.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
How long does a $20 bill last?
It's important to understand the pros and cons when considering a prepaid debit card.
Marriage changes everything, including your insurance needs.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Assess whether you are running “in the black” or “in the red” each month.
Estimate your monthly and annual income from various IRA types.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator may help you estimate how long funds may last given regular withdrawals.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Do you have causes that you want to support with donations? Here are three tips.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?