Understanding Today’s Financial Environment
Welcome, I’m Tony Tomash, a financial professional in Cedar Rapids, IA. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call 319-540-7270.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
Around the country, attitudes about retirement are shifting.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
At what point can you call a personal vehicle commercial?
Here are 4 great, and sometimes unexpected, places to raise a family.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Your credit score may influence how much you pay for auto and home insurance.
Do you have an estate strategy? You should.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Assess how many days you'll work to pay your federal tax liability.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This questionnaire will help determine your tolerance for investment risk.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Understanding the cycle of investing may help you avoid easy pitfalls.
There are a few things to consider when buying or leasing your next vehicle.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
How do the markets usually react to elections? Was the 2016 election any different?
What are your options for investing in emerging markets?
Making the most of surprises is a great reason to work with us.