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.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
What’s the deal with your yearly free credit report?
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
There are common mistakes you can avoid when saving for retirement.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
However exciting retiring abroad may sound, it deserves considerable planning.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how much income may be needed at retirement to maintain your standard of living.
Assess whether you are running “in the black” or “in the red” each month.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Determine your potential long-term care needs and how long your current assets might last.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Here are five facts about Social Security that might surprise you.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Making the most of surprises is a great reason to work with us.
Learn how to harness the power of compound interest for your investments.
If you died, what would happen to your email archives, social profiles and online accounts?