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 Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
What Is a Stretch IRA?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
For homeowners who think their property taxes are too high, there are ways to appeal.
Try these activities to keep your brain sharp.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Here are some simple and inexpensive energy-saving tips that may help you save money.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator helps estimate your federal estate tax liability.
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.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
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.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
There’s an alarming difference between perception and reality for current and future retirees.
There are a few things to consider when buying or leasing your next vehicle.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Here are five facts about Social Security that might surprise you.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.