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.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Understanding how a stock works is key to understanding your investments.
This worksheet can help you estimate the costs of a four-year college program.
Simple steps may help you foil hackers and protect your privacy.
To choose a plan, it’s important to ask yourself four key questions.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
When to start? Should I continue to work? How can I maximize my benefit?
This calculator demonstrates the power of compound interest.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator helps estimate your federal estate tax liability.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
All about how missing the best market days (or the worst!) might affect your portfolio.
What is your plan for health care during retirement?
With alternative investments, it’s critical to sort through the complexity.
The market is as unpredictable as the weather. We’d love to help you prepare.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
When should you take your Social Security benefit?