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.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
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
For homeowners who think their property taxes are too high, there are ways to appeal.
Solve a mystery while learning how important your credit report is with this story-driven interactive.
Five phases to changing unhealthy behaviors.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Calculating your potential Social Security benefit is a three-step process.
Take the guesswork out of your IEP or SEP with this helpful article.
Here are 5 reason why you may consider working through retirement.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
What does your home really cost?
If you died, what would happen to your email archives, social profiles and online accounts?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
What is your plan for health care during retirement?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Imagine your ideal post-pandemic retirement with this hopeful, animated video.