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.
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
Five Most Overlooked Tax Deductions
Five overlooked tax deductions to help manage your tax bill.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Tips on insuring your teen driver.
When considering life insurance, it's important to understand your options.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to estimate your capital gains tax.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
If you died, what would happen to your email archives, social profiles and online accounts?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
There are hundreds of ETFs available. Should you invest in them?
Explaining the SECURE Act and how the changes affect your retirement strategy.