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.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Making the most of surprises is a great reason to work with us.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator helps estimate your federal estate tax liability.
Use this calculator to estimate your capital gains tax.
This calculator may help you estimate how long funds may last given regular withdrawals.
Assess whether you are running “in the black” or “in the red” each month.
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.
How federal estate taxes work, plus estate management documents and tactics.
Savvy investors take the time to separate emotion from fact.
When do you need a will? The answer is easy: Right Now.
You’ve made investments your whole life. Work with us to help make the most of them.
Learn how to harness the power of compound interest for your investments.
Do you have causes that you want to support with donations?
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.