Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.
We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.
We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.
Thank you,
Walter J. Powrozek & Joseph J. Lezotte
Independent Wealth Managers
Newsletters
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HOT TOPIC: Colliding Forces: Russia, Oil, Inflation, and Market Volatility
Find out more about rising oil prices related to the Russia-Ukraine conflict, and the potential effects on U.S. consumers and investors.
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Women Face Challenges in a Post-Pandemic World
As the COVID-19 crisis eases its grip on the economy, here are some ideas to help women reexamine their retirement planning strategies.
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Four Reasons to Review Your Life Insurance Needs
This article looks at major life events and the need to review your life insurance coverage in light of changing circumstances.
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Key Retirement and Tax Numbers for 2022
Explore some key retirement plan contribution limits and various tax deduction, exclusion, exemption, and threshold amounts for 2022.
Calculators
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Car Affordability
How much can you afford to pay for a car?
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.