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 Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
College Savings
See how much you may need to save now to cover future college costs for your child.
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Investing for Impact
Learn how to build a socially conscious investment portfolio and invest in your beliefs.
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
How the SECURE Act 2.0 Changed RMDs
Understand how SECURE Act 2.0 affects RMDs and how using a QCD can possibly benefit both taxes and charitable goals.
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
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How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
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 Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
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From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.