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.
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.
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Don’t overlook the need for renter’s insurance if you rent your home.
There are things about Social Security that might surprise you.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate your monthly and annual income from various IRA types.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Assess whether you are running “in the black” or “in the red” each month.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
$1 million in a diversified portfolio could help finance part of your retirement.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Do you know how to set up your financial goals for success? This knight does.
Bucket lists don’t have to be for tomorrow.