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.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
The Importance of Having a Retirement Plan
Are you worried about your retirement savings? You’re not alone.
It sounds simple, but paying yourself first can really pay off.
Five strategies for managing your student debt.
Try these activities to keep your brain sharp.
Here are six flags that may make your tax return prime for an IRS audit.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator helps estimate your federal estate tax liability.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how long your retirement savings may last using various monthly cash flow rates.
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.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
There’s an alarming difference between perception and reality for current and future retirees.
A special needs trust helps care for a special needs child when you’re gone.
What is your plan for health care during retirement?
Women must be ready to spend, on average, more years in retirement than men.