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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™.
Infographic: While You’re Still Covered
Your healthcare coverage will change in retirement. Here are things you might do before your coverage switches.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Here are the official tax numbers for 2019.
Building wealth requires protection from the forces of wealth destruction.
Let’s start getting your financial priorities and attitudes in sync with model behaviors.
Most of us pay too much in taxes because we aren’t aware of all the tax deductions available.
Make the gig economy work for you.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how much income may be needed at retirement to maintain your standard of living.
How federal estate taxes work, plus estate management documents and tactics.
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.
There are three things to consider before dipping into retirement savings to pay for college.
Do you know how to set up your financial goals for success? This knight does.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
What does your home really cost?
Here’s a quick guide to checking to see if you have unclaimed money.
Disability happens to more people, more often than you may think, and it lasts longer, too.