Our office hours for the Holidays are:
Closed – December 22, 2018 THRU January 1, 2019
Normal Hours begin again January 2, 2019
We wish you and your families a happy and blessed Christmas
and look forward to a new year full of potential!
WELCOME TO SENIOR TAX & INSURANCE ADVISORS
A Few Words About Us
STA is committed to providing our clients with the best retirement solutions for their financial and lifestyles goals. We assist clients by taking the complexity out of their retirement planning and assuring their individual retirement plans will work for them AND their loved ones.
Our company’s experienced specialists provide clients with a full spectrum of experience. Our team includes financial planners, licensed fiduciaries, tax specialists, CPAs, insurance experts, asset management professionals, Social Security experts, and estate and trust attorneys. We are here to ensure our clients fully comprehend their retirement opportunities, so they have enough inflation-adjusted guaranteed retirement income…no matter how long they live, along with well-crafted estate plan strategies to ensure their wishes are properly executed.
Market Review and Outlook
A crystal ball into the stock market’s performance – wouldn’t that be useful! While predicting market performance to-a-t is not possible, you can help protect your savings by preparing for market uncertainty. Market Uncertainty Heightens This past December marked the...read more
Tax season has officially started and if you’re an early bird looking ahead to April, you might have already started filing your 2018 taxes. Regardless where you are in the process, here are a few tips to keep in mind for tax season this year. Taxes in retirement are...read more
The last two decades mark a distinct time of change, even in the retirement landscape. As we continue to start 2019 off on the right foot, it is important to keep in mind current retirement trends that could affect our overall well-being during our golden years. So...read more
By Jeremy Rodriguez, JD IRA Analyst Question: Hello Ed, I have an elderly client in his 80’s, not in the best of health. He has named his spouse (also in her 80’s) along with his 4 children as primary beneficiaries of his IRA. That said, I know the 4 children will...read more
By Andy Ives, CFP®, AIF® IRA Analyst When it comes to 401(k) plans, I feel like the Johnny Cash lyric…“I’ve been everywhere, man.” I’ve wholesaled record keeping platforms to financial advisors and sold direct to business owners. I’ve taught novice investors about...read more
By Jeremy T. Rodriguez, JD IRA Analyst So, you want to invest your IRA money in real estate? Every so often we get this question from advisors wondering what they should look out for. Under the tax code, real estate is a permissible investment for IRAs. However, that...read more
January 2019 Market Review and Outlook -Murray Titterington, CFP, CIMA It’s déjà vu all over again. 2019 is off to a good start, just like January of 2018. Stocks climbed during the first month of the year, with the S&P 500 rising the most in January since 1987,...read more
December 2018 Market Review and Outlook -Murray Titterington, CFP, CIMA Be careful what you wish for. Last month we hoped for a “Santa Claus” rally in the markets (defined as a rally beginning the day after Christmas and extends through the end of the year). Well, the...read more
U.S. stock markets closed out the month of October with the largest monthly losses we’ve seen in more than six years. All of 2018’s gains were essentially wiped out over just a few days of trading. Bond markets have been hurt all year as interest rates have continued...read more