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.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Five Most Overlooked Tax Deductions
Five overlooked tax deductions to help manage your tax bill.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Beware of these traps that could upend your retirement.
Overview of Medicare Advantage, what’s in them, special rules, and more.
There are ways to improve your physical fitness without denting your fiscal fitness.
Clearing up confusion from the economic downturn following COVID-19 and how it might affect your financial strategy.
Gaining a better understanding of municipal bonds makes more sense than ever.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
This calculator demonstrates the power of compound interest.
This calculator shows how inflation over the years has impacted purchasing power.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how much of your Social Security benefit may be considered taxable.
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.
Even low inflation rates can pose a threat to investment returns.
Pundits say a lot of things about the markets. Let's see if you can keep up.
$1 million in a diversified portfolio could help finance part of your retirement.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Estate conservation is too important to put off. Do you have a smart exit strategy?