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
Yours, Mine, and Ours: Estate Strategies for Second Marriage
Second marriages are a trigger event to revisit any existing estate strategies.
Grantor Retained Annuity Trusts (GRATs)
Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
Retirement Realities
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Could the Right Firm Culture Elevate You?
Joining the right team culture can help you grow and thrive.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Saving Early & Letting Time Work For You
The earlier you start pursuing financial goals, the better your outcome may be.
The Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance.
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Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
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Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Stay Safe with a Business Owner's Policy
Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.