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.
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Alternative Investments - Going Mainstream
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
How can whole life insurance protect your business and reward and retain your key employees?
Five phases to changing unhealthy behaviors.
Learn when it may not make sense to file a claim on your home insurance.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
One of the best ways to love the people you care about is through properly protecting yourself, and them.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
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 can help you estimate how much you should be saving for college.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator helps estimate your federal estate tax liability.
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.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
If you died, what would happen to your email archives, social profiles and online accounts?
Here are five facts about Social Security that might surprise you.
Estate conservation is too important to put off. Do you have a smart exit strategy?
A special needs trust helps care for a special needs child when you’re gone.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Do you know these three personal finance sayings?