Welcome to Healthy Wealthy Wise, LLC
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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.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Test Your Life Insurance Knowledge
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
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.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Protect yourself against the damage that your homeowners policy doesn’t cover.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
It's important to understand the pros and cons when considering a prepaid debit card.
Here’s a guide to explain all the parts of Medicare.
Good employee health can be great for the company’s bottom line.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Determine your potential long-term care needs and how long your current assets might last.
This calculator may help you estimate how long funds may last given regular withdrawals.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
Do you know how to set up your financial goals for success? This knight does.
When do you need a will? The answer is easy: Right Now.
Here’s a quick guide to checking to see if you have unclaimed money.
Here’s a crash course on saving for college.
How will you weather the ups and downs of the business cycle?
What if instead of buying that vacation home, you invested the money?