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.
Tips for Finding Care for Your Special-Needs Child
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
How the Federal Reserve Works
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Saving for College 101
Here’s a crash course on saving for college.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
For some, the social impact of investing is just as important as the return, perhaps more important.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Military families face unique challenges, making personal finance even more critical.
Estimate how much income may be needed at retirement to maintain your standard of living.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator helps estimate your federal estate tax liability.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
A bucket plan can help you be better prepared for a comfortable retirement.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
There are a few things to consider when buying or leasing your next vehicle.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Here is a quick history of the Federal Reserve and an overview of what it does.