Understanding Today’s Financial Environment
Welcome, I’m Lee Courtright, a financial professional in Stevens Point, Wisconsin. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (715) 344-6300.
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
What the New Tax Bill Means for You
What does the Tax Reform and Jobs Act mean for you?
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Six overlooked tax deductions to help manage your tax bill.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Estimate how much income may be needed at retirement to maintain your standard of living.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how much of your Social Security benefit may be considered taxable.
Assess whether you are running “in the black” or “in the red” each month.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Even low inflation rates can pose a threat to investment returns.
Here is a quick history of the Federal Reserve and an overview of what it does.
How do the markets usually react to elections? Was the 2016 election any different?
Have you found yourself suddenly single? Here are 3 steps to take right now.
If you died, what would happen to your email archives, social profiles and online accounts?