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.
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The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
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Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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Surprises
Making the most of surprises is a great reason to work with us.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
The Business Cycle
How will you weather the ups and downs of the business cycle?
Saving for College 101
Here’s a crash course on saving for college.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.