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
Estate Strategies of the Rich and Famous
The examples of famous celebrities underline the need for a clear estate strategy.
Fixed or Variable Mortgage, Which Should You Pick?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
Managing the Risk of Outliving Your Money
Steps to help you sustain and grow your retirement savings.
The Cost of Medical Care
Learn about the risks of not having health insurance in this informative article.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
The Sequence of Returns
A look at how variable rates of return impact investors over time.
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
3 Estate Challenges for Blended Families
This article will help your clients with blended families think and prepare their estate strategy.
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Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
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From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.