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.
Top New Digital Tools for Small Businesses
Apps that help small business owners better manage and grow their business.
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Calculating your potential Social Security benefit is a three-step process.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Learn a little about worldwide currency in this fun infographic
At what point can you call a personal vehicle commercial?
Determine your potential long-term care needs and how long your current assets might last.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how much of your Social Security benefit may be considered taxable.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Investors seeking world investments can choose between global and international funds. What's the difference?
If you died, what would happen to your email archives, social profiles and online accounts?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
What if instead of buying that vacation home, you invested the money?