The Pearson Group, 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.

Debt and Financial Fitness with Murray Feldman on Money Monday on FOX 2

1/21/2013 – Dr. Martin Luther King Day

 

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Debt and Financial Fitness

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Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

More Calculators →

You Need a Will. What About a Trust?

This article provides an overview of basic trust terms and structures and common types of trusts.

Tax Season Never Ends for the Self-Employed

Making accurate quarterly tax payments on schedule can help avoid interest penalties for underpayment.

Entrepreneurs Get Back in the Game

Start-up activity rose to a 14-year high in 2012; some first steps for turning an idea into a profitable business.

Does a Larger Staff Fit into Your Growth Strategy?

More than half of small-business owners and CEOs surveyed in 2013 said they were planning to hire new workers in 2014.

More Newsletters →