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.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Bonds may outperform stocks one year only to have stocks rebound the next.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
A four-step framework for building a personal legacy.
A letter of instruction provides additional and more personal information regarding your estate.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how much of your Social Security benefit may be considered taxable.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator demonstrates the power of compound interest.
Enter various payment options and determine how long it may take to pay off a credit card.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Investors seeking world investments can choose between global and international funds. What's the difference?
Here’s a quick guide to checking to see if you have unclaimed money.
$1 million in a diversified portfolio could help finance part of your retirement.
What does your home really cost?
What is your plan for health care during retirement?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?