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
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Rightsizing for Retirement
What does your home really cost?
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
At what point can you call a personal vehicle commercial?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Is your estate in order? This short quiz may help you assess your overall strategy.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Understanding the value of a home warranty.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator can help you estimate how much you may need to save for retirement.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A special needs trust helps care for a special needs child when you’re gone.
Do you have causes that you want to support with donations? Here are three tips.
When do you need a will? The answer is easy: Right Now.
The decision whether to buy or rent a home may have long-term implications.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
How does your ideal retirement differ from reality, and what can we do to better align the two?