John Hancock

Robert B. Schwartz
Sales Manager

Welcome, and thank you for visiting my web site. I assist families in planning for the financial future of their child or other dependent with special needs. It is my sincere wish that you will find the information here to be helpful to you and your family. The reality of special needs care is very personal, something my family knows very well. The experience has made it clear to us how important it is to prepare for the financial future of the child or other dependent with special needs.

 

Helping others to protect against this significant financial risk is very important and fulfilling to me. My goal is to serve you as a comfortable, consistent, and dedicated advocate in a field where details reign supreme.

For more information on my advocacy in the South Florida community, to find out more about the many resources that I can provide or to schedule a complimentary intake meeting, please call me at (561) 417-8211.
Calculators

Financial IQ Test

Take this quick quiz to find out your Financial IQ

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

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Newsletters

Estimate the Cost of College

Determine how much needs to be saved annually so the youngsters in your family can afford college.

A Retirement Plan for One

Although most large companies are moving away from traditional defined-benefit plans, a solo defined-benefit plan may be an attractive pension option of you are a sole proprietor or if you are self-employed.

Hand-Me-Down Dollars

Inheriting an IRA can be a great source of additional income, but the penalties for mismanaging one are severe.

His and Her Uncertainty

By sharing information about each other’s plans and expectations for retirement, a couple may be able to avoid some common mistakes that could hamper their progress toward a comfortable retirement lifestyle.

More Newsletters →