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 clients with their investment and retirement goals for over 20 years. Give D.J. Balzer a call at 815-600-7363 and let's start the conversation.
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This calculator shows how inflation over the years has impacted purchasing power.
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
It's important to make sure your retirement strategy anticipates health-care expenses.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Learn all about Medicare basics in this informative and insightful article.
Sustain financial well-being or create wealth through these actions.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Marriage changes everything, including your insurance needs.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator may help you estimate how long funds may last given regular withdrawals.
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.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
With alternative investments, it’s critical to sort through the complexity.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
When markets shift, experienced investors stick to their strategy.
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.
Why are 401(k) plans, annuities, and IRAs so popular?
Do you know how to set up your financial goals for success? This knight does.