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
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequence to their future financial security.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
A collection of tips from professional travelers.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Good employee health can be great for the company’s bottom line.
Understanding how capital gains are taxed may help you refine your investment strategies.
This calculator will help determine whether you should invest funds or pay down debt.
Determine your potential long-term care needs and how long your current assets might last.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator can help you estimate how much you may need to save for retirement.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
What is your plan for health care during retirement?
Are you ready for retirement? Here are five words you should consider.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Smart investors take the time to separate emotion from fact.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?