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
Monthly Memberships
A look as how autopay subscriptions can be a drain on your finances, especially when forgotten.
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
Mastering Mobile Lingo
Do you understand these common mobile slang terms?
Life Insurance Myths: Debunked
Whether you have life insurance through your work or are retired it pays to know the truth about life insurance coverage.
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
What's My 2026 Tax Bracket?
Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
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What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
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.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
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Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.