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.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Five overlooked tax deductions to help manage your tax bill.
Life insurance proceeds are generally tax-free. But not in all cases.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Understanding the economy's cycles can help put current business conditions in better perspective.
It may help your business be better prepared in the event of the death of a principal or key employee.
This attention-grabbing infographic covers retirement topics you may not have considered.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator can help you estimate how much you should be saving for college.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
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.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Agent Jane Bond is on the case, cracking the code on bonds.
Making the most of surprises is a great reason to work with us.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Check out this video to begin separating fact from fiction.
Learn about the importance of having an estate strategy in this helpful and informative video.