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
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
How to Bake a Pie-R-A
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
White Elephant Inheritance
This article deals with how one might deal with a burdensome inheritance.
How to Read Your Credit Report
Solve a mystery while learning how important your credit report is with this story-driven interactive.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Estate Strategies of the Rich and Famous
The examples of famous celebrities underline the need for a clear estate strategy.
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Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
College Savings
See how much you may need to save now to cover future college costs for your child.
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What You Need to Know About Social Security
Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, "What's next for the financial markets?"
Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.