Understanding Today’s Financial Environment
Welcome, I’m Michele McCarty-Woods, a financial professional in Panora, Iowa. I understand that individuals face unique challenges as they prepare for retirement. Let me help take the mystery out of preparing for today and tomorrow. Whether your goal is saving for retirement, college savings, or estate strategies, my personalized service focuses on your needs, wants, and financial goals and objectives.
With over 28 years of experience in the Financial and Insurance Industry, I have a wealth of knowledge and expertise. My company, Retirement Resources USA, Inc., is on Lake Panorama in Panora. My home, on the north end of the Wakanda Golf Course, is also available for meetings by appointment only. Simply call my office for details.
Outside of the office I am committed to my husband and four children and I love riding horses. I can help you address your needs of today and for many years to come and look forward to working with you through all stages of your life. It does not cost anything to meet with me, so please call.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
What can be learned from the savings rate?
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
$1 million in a diversified portfolio could help finance part of your retirement.
Learning more about gold, and its history, may help you answer that question.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Are you ready for retirement? Here are five words you should consider.
The decision whether to buy or rent a home may have long-term implications.