A Disciplined Approach To Financial Planning
In the internet age it is easy to become overwhelmed with information on the markets and investing. Let Balzer Investment Management LLC help you filter the noise from the 24/7 news cycles. D.J. Balzer can give you perspective on how today’s events impact your investments. D.J. Balzer has been helping Joliet area residents with their investment and retirement goals for 18 years. Give D.J. Balzer a call at 815-600-7363 and let's start the conversation.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Investors who put off important investment decisions may face potential consequence to their future financial security.
At what point can you call a personal vehicle commercial?
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
This worksheet can help you estimate the costs of a four-year college program.
Use this calculator to estimate your capital gains tax.
Determine your potential long-term care needs and how long your current assets might last.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator helps estimate your federal estate tax liability.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
How does your ideal retirement differ from reality, and what can we do to better align the two?
The decision whether to buy or rent a home may have long-term implications.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
It's easy to let investments accumulate like old receipts in a junk drawer.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.