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Anliker Financial Management
5348 Twin Hickory Rd
Glen AllenVA 23059

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Surprise! You’ve Got Money! 18 Years Worth of Days Bridging the Confidence Gap Tuning Your Social Security Benefit

Welcome to Anliker Financial Management

With more than 15 years of experience, we pride ourselves on providing personalized investment services, as well as a host of strategies for virtually every issue that touches your financial life. Our approach begins with listening to your goals, your dreams and your challenges. We take the time to truly understand your perspective and give you the comfort of knowing you're working with people you can trust.

Integrating financial services and tax expertise gives us unique insight into your financial world and allows us to provide a comprehensive approach that simplifies your life.

Please call us at 804-237-6044 to discuss your situation.  If you like, we can schedule a complimentary "Get Acquainted" meeting. This will help us decide if we’ll be a good fit to work successfully together. 

We encourage you to explore our site and learn more about the services we provide.  We look forward to hearing from you.

Helpful Content

 

Helpful Content

What Is a Roth 401(k)?

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

Where Is the Market Headed?

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?”

Six Most Overlooked Tax Deductions

Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.

 

Tips for Finding Care for Your Special-Needs Child

The care of special-needs children continues into their adult years, and may survive the passing of their parents.

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

Insuring Your Second Home

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

Yours, Mine and Ours: Estate Strategies for Second Marriages

Second marriages are a trigger event to revisit any existing estate strategies.

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

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Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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Retirement Plan Distributions

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

5 Smart Investing Strategies

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

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Retirement Redefined

Around the country, attitudes about retirement are shifting.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

The Business Cycle

How will you weather the ups and downs of the business cycle?

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

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