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500 SW Market Street, Suite C, Lees Summit, MO 64063

It Was the Best of Times, It Was the Worst of Times The Cost of Procrastination When Special Care Is Needed: The Special Needs Trust

Help Feds Understand Their Complex Retirement Systems 

Get the most from ALL Federal Retirement Income Benefits

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Federal Retirement Readiness Review 

We Donate 5 individual reviews each week.  This is a free (no-obligation) tool to help you learn if you are on track to achieve the retirement you desire. 

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Your Advisor Choice is Crucial 

Are They Knowledgeable About and Dedicated to Federal Retirement Planning and Management?

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Our Mission - Help Federal Employees Transition to Early and Secure Retirements

Silverlight Financial is an innovative and collaborative advocate for Federal Employees (CSRS and FERS) concerning their future or current retirement needs.  We're uniquely qualified to guide Feds through the confusion of federal income benefits.  

Our relentless research, fact finding missions and interviews allow us to remain a top (federal employee) retirement planning resource.  Silverlight Financials commitment (to Federal Employees Retirement success)  leads many to seek our assistance in helping them understand and utilize their guaranteed retirement income sources and develop Top-Notch pre and post retirement plans.

The hardest thing for many Federal Employees to envision is when they can realistically and comfortably retire.  We help Feds pursue the "RIGHT RETIREMENT DATE",  by walking them through our Retirement Readiness Review.  It allows us to adhere to the "Goldilocks" principal.  Not to soon, not to late, but, just right!  Federal Employees we help are often surprised to learn they can retire 3, 4 or even as much as 8 years earlier than they expected.  

Despite industry trends, we provide FREE / NO OBLIGATION, Retirement Readiness Reviews, via phone or in person.

We direct our clients to properly position retirement nest eggs for growth while implementing strategic practices designed to reduce risks.  Finally, we guide Feds in financial planning efforts constructed to generate the income needed to last a lifetime.




Helpful Content

Donating Art: Taxation Abstraction

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

Revising Estate Strategy Assumptions

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

The Financial Literacy Crisis

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

 

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

Please Leave Home Without It

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

Best Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

9 Facts About Retirement

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Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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What Smart Investors Know

Smart investors take the time to separate emotion from fact.

18 Years Worth of Days

The average retirement lasts for 18 years. Are you prepared to fill that many days?

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

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