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.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
It's important to understand how inflation is reported and how it can affect investments.
For many, retirement includes contributing their time and talents to an organization in need.
Taking regular, periodic withdrawals during retirement can be quite problematic.
These food myths will really put a drain on your wallet.
Use this calculator to estimate your capital gains tax.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how much of your Social Security benefit may be considered taxable.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
When do you need a will? The answer is easy: Right Now.
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, discovering how bonds diversify a portfolio.
Do you know these three personal finance sayings?
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?