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.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
Learn more about women taking control of their finances with this infographic.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Good employee health can be great for the company’s bottom line.
You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.
Learn about the average American budget in this fun and interactive piece.
Is your estate in order? This short quiz may help you assess your overall strategy.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator will help determine whether you should invest funds or pay down debt.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
With alternative investments, it’s critical to sort through the complexity.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Agent Jane Bond is on the case, cracking the code on bonds.
Learn about cyber liability insurance in this entertaining video.
Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video.