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 Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Protection Against Uninsured Drivers
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Gap Insurance for Leased Cars
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Social Security Fairness Act's New Chapter
Learn how the Social Security Fairness Act boosts benefits for eligible public sector workers and their families.
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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.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
College Savings
See how much you may need to save now to cover future college costs for your child.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
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18 Years Worth of Days
The average retirement lasts for 18 years. What will you do with your days?
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
The Business Cycle
How will you weather the ups and downs of the business cycle?
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.