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
A Path to Serenity and Smart Money Choices
An article about meditation, mindfulness, and financial well-being.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
How to Read Your Credit Report
Solve a mystery while learning how important your credit report is with this story-driven interactive.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Retiring Earlier Than Expected? What To Know
Retiring earlier than expected can be disheartening. Learn steps that can help you smoothe the road ahead.
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
Debt Stress
There’s a link between debt and stress.
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Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
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Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.