Retirement is a Whole New Ballgame
Put an Expert Team on the Field
Retirement should be about realizing lifelong goals - not worrying about your financial statistics. You need an experienced professional who can help you build investment strategies for lasting financial independence - giving you the freedom to lead an active retirement lifestyle.
Tim Sharer can position your assets for long-term retirement income. As a fee-based asset manager, he leads a team of financial all-stars dedicated to helping you maintain an independent lifestyle in retirement.
Certified Financial Fiduciary
CFF is a professional designation for financial professionals, namely, those who have successfully completed a rigorous certification and training process established by NACFF and The American Financial Education Alliance (AFEA), and who agree to uphold the highest moral, ethical and fiduciary standards of service when providing advice to potential or existing clients.
Helpful Content
Ways to Supplement Your Medicare Coverage
There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
The Basics of Medicare
Learn all about Medicare basics in this informative and insightful article.
Yours, Mine, and Ours: Estate Strategies for Second Marriage
Second marriages are a trigger event to revisit any existing estate strategies.
The Pros and Cons of an NUA Strategy
Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
Retirement Is a Beginning
Key questions to answer when you are considering retirement.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
Exploring the Federal Student Grant Program
In this article, explore the benefits of the Federal Student Grant Program.
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What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
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Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!