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.
Social Security: Two Benefit Strategies Eliminated
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Learn a little about worldwide currency in this fun infographic
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Estimate how much you have the potential to earn during your working years.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator can help you estimate how much you should be saving for college.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator will help determine whether you should invest funds or pay down debt.
Assess how many days you'll work to pay your federal tax liability.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Do you know these three personal finance sayings?
In life it often happens that the answers to our most pressing questions are right in our own backyards.
A special needs trust helps care for a special needs child when you’re gone.
Making the most of surprises is a great reason to work with us.
A bucket plan can help you be better prepared for a comfortable retirement.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.