Plan for Tomorrow
Live for Today
Welcome. I’m Joseph Webb, III, a financial professional in Palmetto Bay, Florida. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life. Please call (305) 969-3644.
you believe to be true turned out not to be true-
when would you want to know?
Most people nearing retirement age believe they have a plan set up for their retirement, but very few people have really run that plan through a 'time-test' to see if the results match up with their lifelong dreams. Such a close look may be critical - without it, how can you really be sure?
Having a sound personalized retirement income analysis is essential to realizing your dream retirement. With our retirement income analysis – you can take a closer look at some of your thoughts, assumptions and figures you've accumulated about retirement, and put them all together in an analysis to see if your strategy will hold up.
If your current strategy has problem spots, we can show you how many years into retirement those issues may appear with an easy-to-understand analysis that may reveal when your income may fall below a desired level. You can then make adjustments to your strategy now so you can avoid problems later. Meaning you can take control of your finances and head into retirement with reassurance that you're ready for whatever comes your way.
Retirement Analyzer is a software program that is designed to help agents review the effectiveness and potential success of your retirement strategy. Retirement Analyzer is not a comprehensive financial plan, nor is it a comprehensive overview of all your portfolio holdings.
Profit Planners Management Group is not affiliated with Thomas Gold Solutions, nor do we guarantee the accuracy or quality of their services. Although we may promote and/or recommend the services offered by this company, agents are ultimately responsible for the use of any materials or services and agree to comply with the compliance requirements of their broker/dealer and registered investment adviser, (if applicable), and the insurance carriers they represent.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Insuring Your Business Against Cyber Liability
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Tax preparation may be the perfect time to give the household budget a check-up.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Don’t overlook the need for renter’s insurance if you rent your home.
There are ways to improve your physical fitness without denting your fiscal fitness.
Bonds may outperform stocks one year only to have stocks rebound the next.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator helps estimate your federal estate tax liability.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
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.
Peer-to-peer payment apps are one of the newest ways to send money.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Do you know these three personal finance sayings?