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.
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
As our nation ages, many Americans are turning their attention to caring for aging parents.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Gaining a better understanding of municipal bonds makes more sense than ever.
A quick look at how federal income taxes work.
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy
Regardless of how you approach retirement, there are some things about it that might surprise you.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate the potential capital gains taxes due on your transactions.
This calculator shows how inflation over the years has impacted purchasing power.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
If you died, what would happen to your email archives, social profiles and online accounts?
There are nearly 1,200 ETFs available. Should you invest in them?
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.
What does your home really cost?