It's said that if you have your health, you have everything. My financial services practice recognizes the important role that health plays in developing a comprehensive and successful financial plan.
Your family's financial security is my business! It would be my pleasure to help you in achieving your financial goals.
Sincerely,
Jason B. Myers ChFC ®, CLU ®
This article explains environmental, social, and governance (ESG) investing and its potential effect on portfolio performance.
While yields are off highs not seen since before the Great Recession, investors might consider some of the Treasury security types and maturities outlined in this article.
While traditional economic models assume that people make rational decisions, most humans don’t think like robots. This article summarizes some common biases that can influence financial decisions.
Credit cards are being used more than ever. This article offers suggestions for choosing and using a credit card.
How much life insurance would you need to produce a sufficient income stream for your family?
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
This calculator can help you determine whether you should consider converting to a Roth IRA.
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
