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 17 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.
The Anatomy of a Supplemental Health Plan
Here’s a guide to explain all the parts of Medicare.
What’s Your Investment IQ?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
What's So Great About a Rollover?
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
For homeowners who think their property taxes are too high, there are ways to appeal.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
What does the Tax Reform and Jobs Act mean for you?
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how much you have the potential to earn during your working years.
Determine your potential long-term care needs and how long your current assets might last.
This questionnaire will help determine your tolerance for investment risk.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how much of your Social Security benefit may be considered taxable.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
What does your home really cost?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Investors seeking world investments can choose between global and international funds. What's the difference?
Smart investors take the time to separate emotion from fact.
It's easy to let investments accumulate like old receipts in a junk drawer.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.