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
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
5 Benefits of Working in Retirement
Here are 5 reason why you may consider working through retirement.
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
An increasing number have been developed to help individuals with their personal finances.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Simple steps may help you foil hackers and protect your privacy.
What does the Tax Reform and Jobs Act mean for you?
Ascertaining the value of your business is important for a variety of reasons.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate your monthly and annual income from various IRA types.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
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.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Why are 401(k) plans, annuities, and IRAs so popular?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
There are a few things to consider when buying or leasing your next vehicle.
A special needs trust helps care for a special needs child when you’re gone.
If you died, what would happen to your email archives, social profiles and online accounts?