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7101 Wisconsin Ave Suite 1200, Bethesda, MD 20814

 

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Professional Management Our Team Approach Understanding Your Goals Our Vision at First Financial Group

Helping Individuals

We help eliminate uncertainty so you may enjoy greater confidence in your financial future.

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Business Planning

We offer insight and solutions for owners and employees.

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Retirement Income Strategies

We design strategies that can help overcome the 8 greatest risks to a secure retirement.

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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™.

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Helpful Content

Is Your Financial House Haunted?

Is Your Financial House Haunted?

There is nothing to fear but fear itself, especially when it comes to personal finances.

The SECURE Act

The SECURE Act

This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.

Learn, Earn and Retire at Any Age

Learn, Earn and Retire at Any Age

What can the rest of us learn from millennials’ desire to embrace all of life in the moment?

 

Financial Fixes: The Most Expensive Cheap Vacation

Many travel-loving millennials run up high credit card debt. Here are some ways to avoid travel credit trap.

The 12 Steps to Living Confidently: How to Set Up a Budget

Get ready. We’re about to get deep. Have you ever thought about what means, means?

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.

Millennials and Savings

How much could you save now and in the long-term?

Inflation - Back to the Future

Even low inflation rates over an extended period of time can impact your finances in retirement.

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.

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Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Saving for College 101

Here’s a crash course on saving for college.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

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