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Bert Livingston

904-296-3300 ext. 5021

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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

Social Security Taxes

Social Security Taxes

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

To Catch a Thief

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

How to Appeal Your Property Taxes

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

 

How to Read Your Credit Report

Solve a mystery while learning how important your credit report is with this story-driven interactive.

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

Social Security Benefits: How Much Will I Receive

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

Questions to Ask About Medicare

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

5 Benefits of Working in Retirement

Here are 5 reason why you may consider working through retirement.

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A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

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

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

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

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Principles of Preserving Wealth

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

Your Cash Flow Statement

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

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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Rightsizing for Retirement

What does your home really cost?

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

The Richest Man in Babylon

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

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Retiring in a Post-Pandemic World

Imagine your ideal post-pandemic retirement with this hopeful, animated video.

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