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.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
When to start? Should I continue to work? How can I maximize my benefit?
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how much you have the potential to earn during your working years.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator can help you estimate how much you may need to save for retirement.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
How do the markets usually react to elections? Was the 2016 election any different?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Even low inflation rates can pose a threat to investment returns.
Investors seeking world investments can choose between global and international funds. What's the difference?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.