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.
A Home Insurance Claim: To File Or Not To File
Learn when it may not make sense to file a claim on your home insurance.
Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
It's important to make sure your retirement strategy anticipates health-care expenses.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
When to start? Should I continue to work? How can I maximize my benefit?
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator shows how inflation over the years has impacted purchasing power.
Determine your potential long-term care needs and how long your current assets might last.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
That big list of dreams and goals isn't the only way to look at your bucket list.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
What is your plan for health care during retirement?
What does your home really cost?