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Bert Livingston

904-296-3300 ext. 5021

Questions to Consider When Buying a Vacation Home Dog Bites and Homeowners Insurance Finding the Balance Retirement and Quality of Life
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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.

Helpful Content

Your Cash Flow Statement

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Paying Off a Credit Card

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Tax Freedom Day

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

 

Understanding the Basics of Medigap Policies

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

What's New for Social Security?

There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.

Questions to Ask About Medicare

Take the guesswork out of your IEP or SEP with this helpful article.

Starting a Roth IRA for a Teen

This early financial decision could prove helpful over time.

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

Making Sense Of A Home Warranty

Understanding the value of a home warranty.

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Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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Questions to Consider When Buying a Vacation Home

Doing your research is key before buying a vacation home.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

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