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.
Helpful Content
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
What Will You Do With Your Bonus or Windfall?
This article examines one's options when receiving a work bonus or other financial windfalls.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
Managing Money as a Couple
Keys to preparing to grow wealthy together.
Investing for Impact
Learn how to build a socially conscious investment portfolio and invest in your beliefs.
Preparing for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Gap Insurance for Leased Cars
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
Diversification, Patience, and Consistency
Three important factors when it comes to your financial life.
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What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
College Savings
See how much you may need to save now to cover future college costs for your child.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
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Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?