Tim Whisler

The timeline for moving funds, and how they track the progress of pending business, emphasizing the importance of communication. #advisors

Retirement comes for everyone eventually. How you prepare for it will dictate your life after work. What are pre-retirees focusing on today?

Before hiring a financial advisor and handing over control of years worth of savings, questions should be asked by both involved parties.

The importance of looking beyond the numbers when planning your portfolio and the struggle to balance the see-saw of investment planning.

The importance of understanding what your expenses are and how much items such as your prescriptions will cost after Medicare coverage.

Death and taxes are the two most certain events in a person’s life. How can you continue the implementation of your financial plan after death?

Spousal benefits and survivor benefits of Social Security and detail how different scenarios could impact the benefits each party receives.

Social selling is not an option now it is the way of the world and you either learn and execute it or fear getting left behind. #socialselling

The risks you should consider when planning retirement and how a delay in retirement could grant you huge financial benefits.

It’s time for you to take a step back and think about your exit strategy—even if it’s still years away. #business #succession #success

Have you ever felt you were living paycheck to paycheck, or felt stressed when talking to a financial advisor about your financial situation?

When you hear the word legacy, what comes to mind? What do you want your legacy to be? #legacy #giving #finance 

With many working from home due to COVID, how can you maintain a healthy lifestyle while working in a less ergonomic environment?

What is your magic number to create the retirement you dream about? Do you know how much you truly need to have saved to live your dream retirement?

Considering the stimulus spending rates, debt issues, GDP ratios, and market factors—is the economy truly on a sugar rush? #economy

How policies in place allow individuals and families to transition from care provider to care supervisor! #LTC #care #retirement

Tune in to find out why planning is so important when considering long-term care insurance! #insurance #longtermcare #advice

Annuities, the differences between what can be a beneficial, but complicated, option for retirement. #annuities #retirement

Having multiple savings vehicles or accounts with a purpose is a wise strategy when it comes to stepping into your retirement years

Medicare is a short-term health insurance for those who are 65-years-old and/or receive Social Security Disability Insurance. #insurance

Why life insurance can be considered an expression of love and refers to the importance of planning collaboratively with your partner.

There are three primary ways that you can help charities benefit from life insurance policies. #insurance # charitablegiving #finance