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Retirement Income Strategies
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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™.
How Interest Rates Affect Everything
This is a good infographic to use, and reuse, whenever the benchmark interest rate goes up.
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.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Your healthcare coverage will change in retirement. Here are things you might do before your coverage switches.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Your credit score may influence how much you pay for auto and home insurance.
These financial strategies can get you on track even if it feels too late to plan for retirement.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
At what point can you call a personal vehicle commercial?
This calculator may help you estimate how long funds may last given regular withdrawals.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator helps estimate your federal estate tax liability.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
Making the most of surprises is a great reason to work with us.
How do the markets usually react to elections? Was the 2016 election any different?
Pundits say a lot of things about the markets. Let's see if you can keep up.
Find out the value working with a mutual company and how you may be entitled to an added benefit of an annual dividend.
$1 million in a diversified portfolio could help finance part of your retirement.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.