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
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
Saving for College 101
Here's a crash course on saving for college.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
How Will the Economy React to AI?
What do concerns or uncertainty about AI mean for your future and your financial strategy?
Five Most Overlooked Tax Deductions
Five overlooked tax deductions to help manage your tax bill.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
Should I Accept a Free Credit Lock?
Learn the ins and outs of credit locks, freezes, and more.
Steps to Protecting a Child with Disabilities
Planning for children with special needs can be confusing but by working together, we can help navigate those challenges.
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Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
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A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?