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.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Building wealth requires protection from the forces of wealth destruction.
Knowing your options when a CD matures can help you make a sound investment decision.
When you’re married and have children, insurance needs will be different.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Enter various payment options and determine how long it may take to pay off a credit card.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Agent Jane Bond is on the case, covering how bond laddering works.
When do you need a will? The answer is easy: right now.
It's easy to let investments accumulate like old receipts in a junk drawer.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
What is your plan for health care during retirement?
Tulips were the first, but won’t be the last. What forms a “bubble” and what causes them to burst?