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.
Helpful Content
What's So Great About a Rollover?
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
5 Things That Seasoned Travelers Are Doing (That You're Not)
A collection of tips from professional travelers.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
The Anatomy of a Supplemental Health Plan
Here’s a guide to explain all the parts of Medicare.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Thinking of Retiring Abroad?
However exciting retiring abroad may sound, it deserves considerable planning.
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Doubling Your Money
This calculator demonstrates the power of compound interest.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
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Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
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The Rule of 72
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.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.