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3450 West Central Av, #332. Toledo, OH 43606. Bridging the Confidence Gap. In the world of finance, the effects of the "confidence gap" can be especially apparent. Tuning Your Social Security Benefit. When should you take your Social Security benefit? Saving for College 101. Here’s a crash course on saving for college. The Latte Lie and Other Myths. Do you know these three personal finance sayings? Understanding Today’s Financial Environment. The New Red Scare: Chinese Ownership of U.S. Debt. Business ow...

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3450 West Central Av, #332. Toledo, OH 43606. Bridging the Confidence Gap. In the world of finance, the effects of the confidence gap can be especially apparent. Tuning Your Social Security Benefit. When should you take your Social Security benefit? Saving for College 101. Here’s a crash course on saving for college. The Latte Lie and Other Myths. Do you know these three personal finance sayings? Understanding Today’s Financial Environment. The New Red Scare: Chinese Ownership of U.S. Debt. Business ow...

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Home | LaMont Stewart | lamontstewart.com Reviews

https://lamontstewart.com

3450 West Central Av, #332. Toledo, OH 43606. Bridging the Confidence Gap. In the world of finance, the effects of the "confidence gap" can be especially apparent. Tuning Your Social Security Benefit. When should you take your Social Security benefit? Saving for College 101. Here’s a crash course on saving for college. The Latte Lie and Other Myths. Do you know these three personal finance sayings? Understanding Today’s Financial Environment. The New Red Scare: Chinese Ownership of U.S. Debt. Business ow...

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lamontstewart.com

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Tax | LaMont Stewart

http://www.lamontstewart.com/resource-center/tax

3450 West Central Av, #100. Toledo, OH 43606. Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts. Making Your Tax Bracket Work. Have you explored all of your choices when it comes to managing your taxable income? The Facts About Income Tax. When you take t...

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Team | LaMont Stewart

http://www.lamontstewart.com/team

3450 West Central Av, #100. Toledo, OH 43606. We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. Our team of financial professionals can help you address:. Investing principles and strategies. Retirement investing and distribution strategies. We also can answer your questions, including:. Can I retire early? Are my investments working hard enough? What’s the best approach for college savings? 3450 West Central Avenue.

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Products & Services

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3450 West Central Av, #100. Toledo, OH 43606. We provide assistance in the following areas:. Long Term Care Insurance. State Tax Return Preparation. Individual Tax Preparation and Planning. Check the background of your financial professional on FINRA's BrokerCheck. Securities and advisory services offered through Registered Representatives of Cetera Advisors LLC (doing insurance business in CA as CFGA Insurance Agency), member FINRA. Cetera is under separate ownership from any other named entity.

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Tax Resources | LaMont Stewart

http://www.lamontstewart.com/tools/tax-resources

3450 West Central Av, #100. Toledo, OH 43606. Click on one of the categories below to find forms, explanations, and other tools to help you manage your taxes. A list of important dates from the federal tax calendar. A full set of downloadable forms from the IRS. A full set of downloadable publications from the IRS. Tables to enable you to find your federal marginal income tax rate. Check the background of your financial professional on FINRA's BrokerCheck. 3450 West Central Avenue.

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Insurance | LaMont Stewart

http://www.lamontstewart.com/resource-center/insurance

3450 West Central Av, #100. Toledo, OH 43606. Insurance transfers the financial risk of life's events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. A strategy can include personal insurance, liability insurance, and life insurance. The Other Sure Thing. Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared? Extended Care: A Patchwork of Possibilities. A Look at Whole Life Insurance.

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Home | LaMont Stewart

3450 West Central Av, #332. Toledo, OH 43606. Bridging the Confidence Gap. In the world of finance, the effects of the "confidence gap" can be especially apparent. Tuning Your Social Security Benefit. When should you take your Social Security benefit? Saving for College 101. Here’s a crash course on saving for college. The Latte Lie and Other Myths. Do you know these three personal finance sayings? Understanding Today’s Financial Environment. The New Red Scare: Chinese Ownership of U.S. Debt. Business ow...

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