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.
Helpful Content
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
Impact Investing or Philanthropy
This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
Building Your Legacy
A four-step framework for building a personal legacy.
How Financial Professionals Are Compensated
Read this overview to learn how financial advisors are compensated.
How Boomers and Millennials Differ
The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.
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The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
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It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Surprises
Making the most of surprises is a great reason to work with us.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.