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
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
What can be learned from the savings rate?
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Military families face unique challenges, making personal finance even more critical.
Ascertaining the value of your business is important for a variety of reasons.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
How literate are you when it comes to your finances? Brush up with these five basics.
Estimate the total cost in today's dollars of various mortgage alternatives.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator helps estimate your federal estate tax liability.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
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.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
If you died, what would happen to your email archives, social profiles and online accounts?
There are a few things to consider when buying or leasing your next vehicle.