We help eliminate uncertainty so you may enjoy greater confidence in your financial future.Learn More
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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™.
What’s Your Investment IQ?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Building wealth requires protection from the forces of wealth destruction.
There’s a link between debt and stress.
Here are five facts about Social Security that are important to keep in mind.
Financial behaviors you learned from dad may be influencing your own confidence in managing money.
What kind of auto insurance should you have? Do you know?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator helps estimate your federal estate tax liability.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
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.
This calculator compares the financial impact of leasing versus buying an automobile.
There are some key concepts to understand when investing for retirement
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 smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
The market is as unpredictable as the weather. We’d love to help you prepare.
When do you need a will? The answer is easy: Right Now.
There are hundreds of ETFs available. Should you invest in them?
The average retirement lasts for 18 years. Are you prepared to fill that many days?