Welcome to Healthy Wealthy Wise, LLC
Check out our Calendar for Upcoming Events!
Today's investment climate may offer unprecedented opportunities. Ramona H. Pearson, registered representative, has a mission to help clients take advantage of those opportunities by providing them with three key tools:
1. A clear understanding of their financial goals
2. A well-defined roadmap for pursuing those goals
3. Ongoing advice to help adjust their road map when their needs change
Ramona H. Pearson, registered representative, covers all areas of financial management, from investment and retirement planning to risk management and estate conservation. She specializes in helping her clients develop a comprehensive, cohesive financial strategy that may fit their unique needs and helps enable them to pursue both short and long-term objectives. On her Web site, you will find valuable information for evaluating your current financial position and progress toward financial goals. She offers educational articles that outline financial concepts and highlights products designed to fill the gaps in your financial strategy. You will also find calculators that will help you assess your current and future needs. Please remember to visit our Web site often, as our content is constantly changing, for help with your financial management.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
The tax rules that govern donating art are complex and confusing. Take a closer look.
A four-step framework for building a personal legacy.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Ascertaining the value of your business is important for a variety of reasons.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to estimate your capital gains tax.
Determine your potential long-term care needs and how long your current assets might last.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to assess the potential benefits of a home mortgage deduction.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
What is your plan for health care during retirement?
What are your options for investing in emerging markets?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.