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.
Making a Charitable Contribution
There are benefits and limitations when you decide to donate stock.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Supporting Local Business In a Crisis
Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video.
Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Understanding the economy's cycles can help put current business conditions in better perspective.
A four-step framework for building a personal legacy.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Assess whether you are running “in the black” or “in the red” each month.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate the total cost in today's dollars of various mortgage alternatives.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
When markets shift, experienced investors stick to their strategy.
Why are 401(k) plans, annuities, and IRAs so popular?
Learn about what risk tolerance really means in this helpful and insightful video.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
There’s an alarming difference between perception and reality for current and future retirees.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.