Planning Today for Confidence in Tomorrow.
Accumulating wealth during your lifetime takes persistence and focus. Today's economic environment presents many challenges. But maintaining discipline in your plan with a guide you can trust, can provide opportunities and potential rewards to those who recognize that short-term trends are temporary while long-term trends are permanent.
Having a partner who is aware of your goals, keenly aware of your financial position today and cognizant of the challenges of today’s economy is paramount in helping you realize your dreams. At Sentient Financial our commitment is to be keenly aware of your circumstances and understand your most pressing financial questions so that we can assist you in achieving your goals. Whether you're close to retirement, in retirement or want to understand investment ideas better, we can help. Let us help you plan today so you can have confidence in tomorrow.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Filing Final Tax Returns for the Deceased
The federal government requires deceased individuals to file a final income tax return.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
There are ways to improve your physical fitness without denting your fiscal fitness.
It sounds simple, but paying yourself first can really pay off.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to compare the future value of investments with different tax consequences.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to estimate your capital gains tax.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How do the markets usually react to elections? Was the 2016 election any different?
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
That big list of dreams and goals isn't the only way to look at your bucket list.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate