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 Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
The true cost of raising a child may be far more than you expect.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Six overlooked tax deductions to help manage your tax bill.
Couples may be able to head off many of the problems in a marriage that money can cause.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
There are some smart strategies that may help you pursue your investment objectives
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.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
What are your options for investing in emerging markets?
What does your home really cost?
Are you ready for retirement? Here are five words you should consider.
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
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.
Agent Jane Bond is on the case, infiltrating the world of bonds.