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.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Here are some simple and inexpensive energy-saving tips that may help you save money.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage
Five creative (and inexpensive) ideas for motivating your employees.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
What kind of auto insurance should you have? Do you know?
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator helps estimate your federal estate tax liability.
Estimate how much income may be needed at retirement to maintain your standard of living.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Determine your potential long-term care needs and how long your current assets might last.
This calculator compares the financial impact of leasing versus buying an automobile.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Do you know how to set up your financial goals for success? This knight does.
Peer-to-peer payment apps are one of the newest ways to send money.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Here’s a quick guide to checking to see if you have unclaimed money.