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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™.
Is Your Financial House Haunted?
There is nothing to fear but fear itself, especially when it comes to personal finances.
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
What can the rest of us learn from millennials’ desire to embrace all of life in the moment?
Many travel-loving millennials run up high credit card debt. Here are some ways to avoid travel credit trap.
Get ready. We’re about to get deep. Have you ever thought about what means, means?
One way to find money is to examine your current spending habits and eliminate money wasters.
How much could you save now and in the long-term?
Even low inflation rates over an extended period of time can impact your finances in retirement.
How to help determine life insurance needs to provide for your family after you pass away.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator can help you estimate how much you may need to save for retirement.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
How federal estate taxes work, plus estate management documents and tactics.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Here’s a crash course on saving for college.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.