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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Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Pullbacks, Corrections, and Bear Markets
Clearing up confusion from the economic downturn following COVID-19 and how it might affect your financial strategy.
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
Saving on Fitness Center Membership Costs
There are ways to improve your physical fitness without denting your fiscal fitness.
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How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
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Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
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The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.