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.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
For some, the social impact of investing is just as important as the return, perhaps more important.
At what point can you call a personal vehicle commercial?
Marriage changes everything, including your insurance needs.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
What kind of auto insurance should you have? Do you know?
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator can help determine whether it makes sense to refinance your mortgage.
Assess how many days you'll work to pay your federal tax liability.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
Recent changes in estate tax laws could affect the strategy you have in place.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
How will you weather the ups and downs of the business cycle?
There are three things to consider before dipping into retirement savings to pay for college.
There are hundreds of ETFs available. Should you invest in them?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.