Welcome to The Suss Financial Group
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 financial 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.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Does Your Credit Score Affect Your Insurance Rates?
Your credit score may influence how much you pay for auto and home insurance.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Here are five facts about Social Security that are important to keep in mind.
One of the best ways to love the people you care about is through properly protecting yourself, and them.
This is a good infographic to use, and reuse, whenever the benchmark interest rate goes up.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to better see the potential impact of compound interest on an asset.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how much income may be needed at retirement to maintain your standard of living.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
What if instead of buying that vacation home, you invested the money?
Agent Jane Bond is on the case, cracking the code on bonds.
There are hundreds of ETFs available. Should you invest in them?
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Have you found yourself suddenly single? Here are 3 steps to take right now.