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: By the Numbers
Here are five facts about Social Security that might surprise you.
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
Marriage changes everything, including your insurance needs.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Clearing up confusion from the economic downturn following COVID-19 and how it might affect your financial strategy.
An inside look at how marginal income tax brackets work.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Enter various payment options and determine how long it may take to pay off a credit card.
Assess how many days you'll work to pay your federal tax liability.
Assess whether you are running “in the black” or “in the red” each month.
Estimate the total cost in today's dollars of various mortgage alternatives.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
What is your plan for health care during retirement?
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Why are 401(k) plans, annuities, and IRAs so popular?
A bucket plan can help you be better prepared for a comfortable retirement.
Do you know how to set up your financial goals for success? This knight does.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.