Understanding Today’s Financial Environment
Welcome, I’m LaMont Stewart, a financial consultant in Toledo, Ohio. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing for retirement, college savings or estate planning, our personalized service focuses your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (419) 724-4881.
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Gaining a better understanding of municipal bonds makes more sense than ever.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Five phases to changing unhealthy behaviors.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Marriage changes everything, including your insurance needs.
This calculator can help you estimate how much you should be saving for college.
This calculator helps estimate your federal estate tax liability.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Assess whether you are running “in the black” or “in the red” each month.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
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.
Learn more about taxes, tax-favored investing, and tax strategies.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
With alternative investments, it’s critical to sort through the complexity.
Here are five facts about Social Security that might surprise you.
Here is a quick history of the Federal Reserve and an overview of what it does.
Are you ready for retirement? Here are five words you should consider.
Here’s a crash course on saving for college.