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
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you know what they are?
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
The Cost of Medical Care
Learn about the risks of not having health insurance in this informative article.
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Doubling Your Money
This calculator demonstrates the power of compound interest.
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 Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
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Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
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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A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Don't Buy The Hype
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.