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Bert Livingston

904-296-3300 ext. 5021

A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement The Latte Lie and Other Myths
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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

Keep Your Umbrella Handy

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

Insurance Needs Assessment: For Empty Nesters and Retirees

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?

Will Power

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

 

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Good Health is Good Business

Good employee health can be great for the company’s bottom line.

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

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Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Saving for Retirement

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

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

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.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

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Your Cash Flow Statement

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

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.

An Inside Look at Retirement Living

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

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Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

A Fruitful Retirement: Social Security Benefit

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

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

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