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.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
When considering life insurance, it's important to understand your options.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator demonstrates the power of compound interest.
Estimate how much you have the potential to earn during your working years.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator can help you estimate how much you should be saving for college.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
What are your options for investing in emerging markets?
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
There are things you can do to keep yourself safe when you lose your wallet.
The decision whether to buy or rent a home may have long-term implications.