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.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
18 Years’ Worth of Days
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Dog Bites Neighbor. Now What?
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Here are 4 great, and sometimes unexpected, places to raise a family.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Technology tips to make your next trip even better.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
This calculator helps estimate your federal estate tax liability.
This calculator can help you estimate how much you should be saving for college.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to assess the potential benefits of a home mortgage deduction.
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.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Agent Jane Bond is on the case, cracking the code on bonds.
Here is a quick history of the Federal Reserve and an overview of what it does.
Do you know how to set up your financial goals for success? This knight does.
Here are five facts about Social Security that might surprise you.
The market is as unpredictable as the weather. We’d love to help you prepare.