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Estate | D.J. Balzer
http://www.balzerinvestment.com/resource-center/estate
814 Diamond Head Dr. East. Shorewood, IL 60404. Our Products and Services. Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so. Exit Strategies of the Rich and Famous. When Do You Need a Will?
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Lifestyle | D.J. Balzer
http://www.balzerinvestment.com/resource-center/lifestyle
814 Diamond Head Dr. East. Shorewood, IL 60404. Our Products and Services. Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual “enjoy the journey.”. Coaches have helped you your whole life, in ways big and small. We’d like to be one of them. Please Leave Home Without It. Many Americans are oper...
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Tax | D.J. Balzer
http://www.balzerinvestment.com/resource-center/tax
814 Diamond Head Dr. East. Shorewood, IL 60404. Our Products and Services. Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts. The Facts About Income Tax. Learn more about taxes, tax-favored investing, and tax strategies. Will You Pay the AMT? An inside lo...
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Investment | D.J. Balzer
http://www.balzerinvestment.com/resource-center/investment
814 Diamond Head Dr. East. Shorewood, IL 60404. Our Products and Services. Investing should be easy – just buy low and sell high – but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors. Jane Bond: Infiltrating the Market. Best Performing...
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Retirement | D.J. Balzer
http://www.balzerinvestment.com/resource-center/retirement
814 Diamond Head Dr. East. Shorewood, IL 60404. Our Products and Services. Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources. Should You Ever Retire? An Inside Look at Retirement Living. Perception vs. Reality.
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Money | D.J. Balzer
http://www.balzerinvestment.com/resource-center/money
814 Diamond Head Dr. East. Shorewood, IL 60404. Our Products and Services. One of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work. The Cost of Procrastination. Your Cash Flow Statement. Keeping Up with the Joneses. Take a look and see.
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Glossary | D.J. Balzer
http://www.balzerinvestment.com/tools/glossary
814 Diamond Head Dr. East. Shorewood, IL 60404. Our Products and Services. A method of exchanging insurance-related assets without triggering a taxable event. Cash-value life insurance policies and annuity contracts are two products that may qualify for a 1035 exchange. A 403(b) plan is similar to a 401(k). A 403(b) is a qualified retirement plan available to employees of non-profit and government organizations. A mortgage with an interest rate that is adjusted periodically based on an index. Adjusta...
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how-to-retire-early
http://www.balzerinvestment.com/resource-center/retirement/how-to-retire-early
814 Diamond Head Dr. East. Shorewood, IL 60404. Our Products and Services. How to Retire Early. Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts. Should You Ever Retire? A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all. Social Security: The Elephant in the Room. Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
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keeping-up-with-the-joneses
http://www.balzerinvestment.com/resource-center/money/keeping-up-with-the-joneses
814 Diamond Head Dr. East. Shorewood, IL 60404. Our Products and Services. Keeping Up with the Joneses. Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead? The Power of Compound Interest. Learn how to harness the power of compound interest for your investments. It sounds simple, but paying yourself first can really pay off. Your Cash Flow Statement. A presentation about managing money: using it, saving it, and even getting credit. A member FINRA.
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