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.
4 Steps to Protecting a Child with Disabilities
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Clearing up confusion from the economic downturn following COVID-19 and how it might affect your financial strategy.
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.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
When you’re married and have children, insurance needs will be different.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Assess how many days you'll work to pay your federal tax liability.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
For women, retirement strategy is a long race. It’s helpful to know the route.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Bucket lists don’t have to be for tomorrow.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Learn about the importance of having an estate strategy in this helpful and informative video.