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.
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Take the guesswork out of your IEP or SEP with this helpful article.
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
Gun Ownership and Your Homeowners Policy
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Navigating Retirement Pitfalls
Why are they made again and again? Making sense of these errors in judgment.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
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My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
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Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Saving for College 101
Here's a crash course on saving for college.
How to Bake a Pie-R-A
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
The Business Cycle
How will you weather the ups and downs of the business cycle?
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?