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.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
Global vs. International: What’s The Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Explore the growing influence women wield over the economy with this handy infographic.
Is your estate in order? This short quiz may help you assess your overall strategy.
An increasing number have been developed to help individuals with their personal finances.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
The true cost of raising a child may be far more than you expect.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
There are a few things to consider when buying or leasing your next vehicle.
The decision whether to buy or rent a home may have long-term implications.
A special needs trust helps care for a special needs child when you’re gone.
For women, retirement strategy is a long race. It’s helpful to know the route.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Taking your Social Security benefits at the right time may help maximize your benefit.