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Financial Management Strategies, Inc.
9050 Sweet Valley Drive
Valley View, Ohio 44125
(216) 642-1099


Jane Bond: Scaling the Ladder Jane Bond: Decoding Diversification Jane Bond: Infiltrating the Market

Financial Planning 

A comprehensive evaluation of an individual’s financial state and the creation of a plan designed to meet the individual’s personal needs and financial objectives

 

Asset Management 

Establishing the appropriate asset allocation and on-going monitoring of an investment account based upon an individual’s financial goals and risk profile

  

Retirement Plans 

Providing fiduciary investment services under Department of Labor regulations including fund selection and investment account management to retirement plan Trustees and Participants

Helpful Content

Systematic Withdrawals in Retirement

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

The Anatomy of an Index

The Anatomy of an Index

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

Estimating the Cost of College

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

 

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

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.

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

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Doubling Your Money

This calculator demonstrates the power of compound interest.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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The Business Cycle

How will you weather the ups and downs of the business cycle?

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

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