Understanding Today’s Financial Environment
Welcome, I’m Anh Le, a financial consultant in St. Louis Area (Missouri and Illinois). I understand that individuals face unique challenges as they prepare for retirement. I can help take the mystery out of preparing for today and tomorrow. Whether you are investing for retirement, college savings or estate planning, our personalized service focuses your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. I can help you address your needs of today and for many years to come. I look forward to working with you through all stages of your life, please call (855) 336-5375.
Social Security: The \$64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
What to Look for in a Long-Term Care Policy
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
Here are 5 reason why you may consider working through retirement.
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
Learn when it may not make sense to file a claim on your home insurance.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Calculating your potential Social Security benefit is a three-step process.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator demonstrates the power of compound interest.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how much income may be needed at retirement to maintain your standard of living.
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.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
What are your options for investing in emerging markets?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Make your retirement as exciting as your next vacation.
Around the country, attitudes about retirement are shifting.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.