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.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Understanding Homeowner’s Insurance
Purchasing homeowners insurance is critical for protecting your home.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Building wealth requires protection from the forces of wealth destruction.
In the face of divorce, making changes to insurance coverage may be overlooked.
It's important to understand how inflation is reported and how it can affect investments.
Understanding the value of a home warranty.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator helps estimate your federal estate tax liability.
Estimate your monthly and annual income from various IRA types.
Assess how many days you'll work to pay your federal tax liability.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator shows how inflation over the years has impacted purchasing power.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Even low inflation rates can pose a threat to investment returns.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
A bucket plan can help you be better prepared for a comfortable retirement.
What is your plan for health care during retirement?
Smart investors take the time to separate emotion from fact.