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
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
Directors and Officers Liability Insurance
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Even if you’re young and single, you should still consider protecting yourself.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Couples may be able to head off many of the problems in a marriage that money can cause.
Try these activities to keep your brain sharp.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how long your retirement savings may last using various monthly cash flow rates.
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).
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 growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Women must be ready to spend, on average, more years in retirement than men.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
What does your home really cost?
What is your plan for health care during retirement?
Do you have causes that you want to support with donations? Here are three tips.