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.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Understanding how capital gains are taxed may help you refine your investment strategies.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
To choose a plan, it’s important to ask yourself four key questions.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
This calculator can help you estimate how much you may need to save for retirement.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how long your retirement savings may last using various monthly cash flow rates.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate your monthly and annual income from various IRA types.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Have you explored all of your choices when it comes to managing your taxable income?
Three things to consider before dipping into retirement savings to pay for college.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
With alternative investments, it’s critical to sort through the complexity.