Insurance and Financial Services
"Being a Financial Adviser is all about building relationships with clients, developing a true understanding of their objectives and applying this knowledge through each and every recommendation. By learning more about them and their needs, I am able to offer more personalized advice and service. My goal is to earn your trust by providing excellent advice."
– Howard Polansky
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Best Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
When you’re married and have children, insurance needs will be different.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
An increasing number have been developed to help individuals with their personal finances.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how much you have the potential to earn during your working years.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Here’s a quick guide to checking to see if you have unclaimed money.
Do you know how to set up your financial goals for success? This knight does.
Here are five facts about Social Security that might surprise you.
There are three things to consider before dipping into retirement savings to pay for college.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
The decision whether to buy or rent a home may have long-term implications.