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.
Buying Auto Insurance For Teen Drivers
Tips on insuring your teen driver.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
Understanding Homeowner’s Insurance
Purchasing homeowners insurance is critical for protecting your home.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Second marriages are a trigger event to revisit any existing estate strategies.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Here are five facts about Social Security that are important to keep in mind.
What can be learned from the savings rate?
Assess how many days you'll work to pay your federal tax liability.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how much of your Social Security benefit may be considered taxable.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator may help you estimate how long funds may last given regular withdrawals.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
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.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
What are your options for investing in emerging markets?
The market is as unpredictable as the weather. We’d love to help you prepare.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Do you have causes that you want to support with donations? Here are three tips.
How will you weather the ups and downs of the business cycle?