Understanding Today’s Financial Environment
Welcome. I’m Ken Jones CLU, ChFC, AIF, a financial professional at an independently managed firm in Beachwood, Ohio who can help understand today's financial environment. I understand that individuals face unique challenges as they prepare for retirement. I can help take the mystery out of preparing for today and tomorrow through the resources of Cetera Advisors. Whether your goal is saving for retirement, college or your estate strategy, our personalized service focuses on your financial needs, goals and objectives.
I have over 19 years of experience in financial services. I can help you address your needs of today and for many years to come. I look forward to working with you through all stages of your life and becoming a lifetime resource. Please call me at (216) 378-7558.
Silver Sneakers 101
Medicare’s popular program, offering free gym membership and health education.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
There are ways to improve your physical fitness without denting your fiscal fitness.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
When considering life insurance, it's important to understand your options.
You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Pundits say a lot of things about the markets. Let's see if you can keep up.
What if instead of buying that vacation home, you invested the money?
Here’s a crash course on saving for college.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
A bucket plan can help you be better prepared for a comfortable retirement.
Do you have causes that you want to support with donations?