Understanding Today’s Financial Environment
Welcome, I’m Bert Livingston, a financial professional in Jacksonville, Florida. We understand that individuals face unique challenges as they prepare for retirement. I can help take the mystery out of preparing for today and tomorrow. Whether your goal is saving for retirement or college — or creating an estate strategy — our personalized service focuses your needs, wants, and financial goals and objectives.
I have years of experience in financial service and I can help you address your needs of today and for many years to come. I look forward to working with you through all stages of your life, please call 904-296-3300 ext. 5021.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful for jumpstarting a conversation about retirement spending, spending habits, and potential medical costs.
Medicare’s popular program, offering free gym membership and health education.
The federal government requires deceased individuals to file a final income tax return.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
It sounds simple, but paying yourself first can really pay off.
This calculator can help you estimate how much you may need to save for retirement.
This calculator helps estimate your federal estate tax liability.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
How federal estate taxes work, plus estate management documents and tactics.
Learn how to harness the power of compound interest for your investments.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
There are three things to consider before dipping into retirement savings to pay for college.
Do you know how to set up your financial goals for success? This knight does.
A special needs trust helps care for a special needs child when you’re gone.
A bucket plan can help you be better prepared for a comfortable retirement.