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
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Test Your Life Insurance Knowledge
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Tax preparation may be the perfect time to give the household budget a check-up.
To choose a plan, it’s important to ask yourself four key questions.
Being healthy not only makes you feel good, it may also help you financially.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
However exciting retiring abroad may sound, it deserves considerable planning.
Calculating your potential Social Security benefit is a three-step process.
This calculator helps estimate your federal estate tax liability.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how much of your Social Security benefit may be considered taxable.
Determine your potential long-term care needs and how long your current assets might last.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
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.
It’s never a bad time to speak with your financial advisor about changes in your situation.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
What is your plan for health care during retirement?
If you died, what would happen to your email archives, social profiles and online accounts?
There are three things to consider before dipping into retirement savings to pay for college.
When do you need a will? The answer is easy: Right Now.