Our commitment is to help you work towards achieving all your financial goals and to provide you with a “worry free” retirement. At Senior American Services, Inc., we have a commitment to excellence in everything we do. We consider it an honor and a privilege to help our clients work towards making sound investment decisions that will contribute toward a confident future. We provide impeccable client service to help manage tax efficiencies and preserve assets by utilizing numerous investment products and strategies, so we can help preserve our client’s lifestyle for a lifetime.
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A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
The Fed and How It Got That Way
A quick history of the Federal Reserve and overview of what it does.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
It's important to make sure your retirement strategy anticipates health-care expenses.
Five phases to changing unhealthy behaviors.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Three things to consider before dipping into retirement savings to pay for college.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Are Real Estate Investment Trusts right for your portfolio?
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.