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.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Tax preparation may be the perfect time to give the household budget a check-up.
Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Learn more about women taking control of their finances with this infographic.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator may help you estimate how long funds may last given regular withdrawals.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
It’s never a bad time to speak with your financial professional about changes in your situation.
This video discusses issues related to your retirement accounts when you move on from your job.
Do you know how to set up your financial goals for success? This knight does.
Doing your research is key before buying a vacation home.
All about how missing the best market days (or the worst!) might affect your portfolio.