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.
Helpful Content
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Protecting Your Home Against Flood Loss
Protect yourself against the damage that your homeowners policy doesn’t cover.
4 Steps to Protecting a Child with Disabilities
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Catch-Up Contributions
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
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What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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What Smart Investors Know
Smart investors take the time to separate emotion from fact.
Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
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.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.