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
Women and Financial Strategies
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
Do you know where the idea of “retirement” comes from?
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Five phases to changing unhealthy behaviors.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
The item most homeowners forget on their home improvement project checklist is insurance.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator can help you estimate how much you may need to save for retirement.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator helps estimate your federal estate tax liability.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Have you found yourself suddenly single? Here are 3 steps to take right now.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
There are three things to consider before dipping into retirement savings to pay for college.
A special needs trust helps care for a special needs child when you’re gone.