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Steve M. Solomon, CERTIFIED FINANCIAL PLANNER™ 

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Welcome to our Web site, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We're here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.

A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.

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More than a quarter of U.S. homes are exposed to severe or extreme weather risk. While homeowners can't control the forecast, they can take proactive steps to prepare.

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Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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This article explains the types of tariffs that are still in play and their potential impact on U.S. consumers and businesses.

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Estimate the future value of your current savings.

How Long Will Your Funds Last?

Compare the potential future value of tax-deferred investments to that of taxable investments.

This calculator can help you determine whether you should consider converting to a Roth IRA.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck