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.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Determine your potential long-term care needs and how long your current assets might last.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Here are 5 reason why you may consider working through retirement.
Steps to help you sustain and grow your retirement savings.
Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
The impact that Artificial Intelligence (AI) tools can have on retirees with a consulting or small business venture.
The federal estate tax exemption sunsets in 2025. Learn more about what to do to make the most of the higher threshold.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how much you have the potential to earn during your working years.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator shows how inflation over the years has impacted purchasing power.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Bucket lists don’t have to be for tomorrow.
What if instead of buying that vacation home, you invested the money?
When you retire, how will you treat your next chapter?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
It's easy to let investments accumulate like old receipts in a junk drawer.