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 money 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 our website, send us 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.
These services are offered by Jack Beloshapka, Juli Charlesworth, Paul Dillman, Larry Lehman, and Rich Morowczynski through their affiliation with Avantax Wealth ManagementSM .
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
The uncertainties we face in retirement can erode our sense of confidence.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how much you have the potential to earn during your working years.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
What if instead of buying that vacation home, you invested the money?
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
With alternative investments, it’s critical to sort through the complexity.
When markets shift, experienced investors stick to their strategy.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.