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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™.
Don't Buy The Hype
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Global vs. International: What’s The Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Whole Life Insurance Can Be an Asset For Balance
Learn how you can create a balance between growth and stability with whole life insurance.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Income protection insurance can replace earnings during a disability and recovery.
These financial strategies can get you on track even if it feels too late to plan for retirement.
Good employee health can be great for the company’s bottom line.
It’s that time again. Time for a do-over. For those who seize the spirit of change, there’s a “new you” ahead.
De-stress money management in your household with a systematic approach.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator may help you estimate how long funds may last given regular withdrawals.
How federal estate taxes work, plus estate management documents and tactics.
It’s never a bad time to speak with your financial advisor about changes in your situation.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Learn how to harness the power of compound interest for your investments.
Here’s a crash course on saving for college.
Taking your Social Security benefits at the right time may help maximize your benefit.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.