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.
A Home Insurance Claim: To File Or Not To File
Learn when it may not make sense to file a claim on your home insurance.
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Is your estate in order? This short quiz may help you assess your overall strategy.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Estimate how much you have the potential to earn during your working years.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Do you have causes that you want to support with donations? Here are three tips.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Do you know these three personal finance sayings?
There are a few things to consider when buying or leasing your next vehicle.