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
FIRE Retirement
This short, informative article teaches the basics of the FIRE movement.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
Preparing for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Estate Strategies of the Rich and Famous
The examples of famous celebrities underline the need for a clear estate strategy.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
Women on the Rise
Explore the growing influence women wield over the economy with this handy infographic.
Managing an Inheritance
A windfall from a loved one can be both rewarding and complicated.
How to Invest in LGBTQ+ Friendly Companies
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
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Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
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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.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Surprises
Making the most of surprises is a great reason to work with us.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
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.