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Retirement Income Strategies
We design strategies that can help overcome the 8 greatest risks to a secure retirement.Learn More
The Pathway to Confidence ProgramTM
Welcome, I am Sarah Cato, a financial professional in Bethesda, Maryland. Working with my advisors, I created The Pathway To Confidence Program™. This unique planning program helps you develop an integrated financial blueprint so that you may enjoy greater confidence about your future. It also helps you bridge The Confidence Gap™.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
How Will You Be Remembered?
Estate planning is one of the best ways to leave a lasting legacy to your loved ones.
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
There’s a link between debt and stress.
Making smarter decisions about debt can help you reduce stress.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
It's important to understand the pros and cons when considering a prepaid debit card.
Do you have an estate strategy? You should.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Have you found yourself suddenly single? Here are 3 steps to take right now.
There are three things to consider before dipping into retirement savings to pay for college.
Making the most of surprises is a great reason to work with us.
Do you have causes that you want to support with donations? Here are three tips.
What if instead of buying that vacation home, you invested the money?
How will you weather the ups and downs of the business cycle?