Understanding Today’s Financial Environment
Welcome, we’re Lon Lederman and Jared Arn, financial professionals in southern Wisconsin. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (608) 897-3015.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Thinking of Retiring Abroad?
However exciting retiring abroad may sound, it deserves considerable planning.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how much you have the potential to earn during your working years.
This calculator can help determine whether it makes sense to refinance your mortgage.
There are a number of ways to withdraw money from a qualified retirement plan.
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.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
What does your home really cost?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
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.
It's easy to let investments accumulate like the junk in a junk drawer.
A bucket plan can help you be better prepared for a comfortable retirement.