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.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
This helpful infographic will define bull and bear markets, as well as give a historical overview.
There’s a link between debt and stress.
Five strategies for managing your student debt.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Estimate how much you have the potential to earn during your working years.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to estimate your capital gains tax.
Estimate your monthly and annual income from various IRA types.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator can help determine whether it makes sense to refinance your mortgage.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
Why are 401(k) plans, annuities, and IRAs so popular?
Check out this video to begin separating fact from fiction.
Taking your Social Security benefits at the right time may help maximize your benefit.
It’s never a bad time to speak with your financial professional about changes in your situation.
If you died, what would happen to your email archives, social profiles and online accounts?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.