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.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Purchasing homeowners insurance is critical for protecting your home.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how much you have the potential to earn during your working years.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to better see the potential impact of compound interest on an asset.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
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.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Making the most of surprises is a great reason to work with us.
A special needs trust helps care for a special needs child when you’re gone.
Do you know these three personal finance sayings?
Estate conservation is too important to put off. Do you have a smart exit strategy?
That big list of dreams and goals isn't the only way to look at your bucket list.