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
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Buying Auto Insurance For Teen Drivers
Tips on insuring your teen driver.
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
How to Conquer the World - 5 Financial Strategies for Savvy
Learn more about women taking control of their finances with this infographic.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
A Cheat Sheet for Sending Your Kid to College
Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.
3 Estate Challenges for Blended Families
This article will help your clients with blended families think and prepare their estate strategy.
Four Reasons Millennials Need an Estate Strategy
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
View all articles 
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
View all calculators
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.