Your Financial Future
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.
Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
Thank you!
Lee Claymore
Helpful Content
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Keeping Summer Safe: Pool and Spa Safety Tips
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Pullbacks, Corrections, and Bear Markets
Clearing up confusion from the economic downturn following COVID-19 and how it might affect your financial strategy.
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
The A, B, C, & D of Medicare
Learn about all the parts of Medicare with this informative and enjoyable article.
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What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Forecast
The market is as unpredictable as the weather. We’d love to help you prepare.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.