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18471 W Nine Mile Road
Southfield, MI 48075

Healthy Wealthy Wise, LLC

(248) 327-7000

 
How to Retire Early Keeping Up with the Joneses Bursting the Bubble Inflation and Your Portfolio

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.



Helpful Content

How to Appeal Your Property Taxes

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

Women and Financial Strategies

Women and Financial Strategies

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

A Living Trust Primer

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

 

Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving — or dragging — the economy.

Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

How Stocks Work

Understanding how a stock works is key to understanding your investments.

Financial Strategies in a Post-DOMA World

The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

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Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

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