Sheboygan WI
Today's investment climate offers many opportunities. At The Financial Group, our mission is to help clients take advantage of those opportunities by providing them with three key tools:
- A clear understanding of their financial situation.
- Recommendations suitable to their current situation.
- Periodic review of their portfolio.
Newsletters
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HOT TOPIC: Could a Health Savings Account Help Strengthen Your Retirement Plan?
In addition to setting aside pre-tax income to pay current and future medical expenses, an HSA could play an important role in your long-term retirement strategy.
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Taming Investment Taxes
Do you know how investments are taxed and which strategies can help improve a portfolio’s tax efficiency?
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Taking a Team Approach to Retirement Savings
Even if you and your spouse have separate retirement accounts, you may still be able to craft a unified savings and investment strategy.
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Life Insurance Strategies: Reasons Empty Nesters May Want Permanent Coverage
As policyholders age, life insurance could help supplement retirement income, support a surviving spouse, and/or leave a legacy.
Calculators
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.