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.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Insuring Your Business Against Cyber Liability
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
When to start? Should I continue to work? How can I maximize my benefit?
There are benefits and limitations when you decide to donate stock.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Learn about the latest sport to sweep the nation with this informative article.
Without your knowing, your investment portfolio could be off-kilter.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how much you have the potential to earn during your working years.
This calculator can help you estimate how much you should be saving for college.
Assess how many days you'll work to pay your federal tax liability.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how much of your Social Security benefit may be considered taxable.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
A special needs trust helps care for a special needs child when you’re gone.
Here’s a quick guide to checking to see if you have unclaimed money.
When markets shift, experienced investors stick to their strategy.
$1 million in a diversified portfolio could help finance part of your retirement.
For women, retirement strategy is a long race. It’s helpful to know the route.