At some point, we will all be retired. Whether by choice or otherwise, when that time comes will you be prepared, or will you run out of money too soon? Many people “hope” they will have enough, but never put their numbers on paper to find out if they actually will have enough. This question causes anxiety and discomfort. Rather than have an uncomfortable experience, people put it off and ignore the question until it is too late to change the outcome.
Our purpose is to encourage and help you reach your retirement and other financial goals. No one can guarantee that will reach any specific goal, but if you work to a plan, the outcome is much more likely to happen. Consider taking a vacation and packing your car and leaving without having the slightest idea of where you are going and what route you will take. If this makes no sense to you, might you be one of the people who spends more time planning your next vacation than planning your potential of thirty years in retirement?
This site is about you. It presents you with a large amount of good information. We can help you put this information into your context, so it is relevant to you. It is very difficult to do this on your own.
Feel free to look around. Visit all the areas of the site. If you have questions, feel free to ask. We are here to help.
Have a great day.
Phone: (440) 205-1277
Mobile and fax: (440) 972-0432
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Building wealth requires protection from the forces of wealth destruction.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Knowing your options when a CD matures can help you make a sound investment decision.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator may help you estimate how long funds may last given regular withdrawals.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator demonstrates the power of compound interest.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
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There are a few things to consider when buying or leasing your next vehicle.
With alternative investments, it’s critical to sort through the complexity.
There’s an alarming difference between perception and reality for current and future retirees.
Pundits say a lot of things about the markets. Let's see if you can keep up.