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.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
One way to find money is to examine your current spending habits and eliminate money wasters.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Use this calculator to estimate your capital gains tax.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Assess how many days you'll work to pay your federal tax liability.
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
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
There are hundreds of ETFs available. Should you invest in them?
Do you have causes that you want to support with donations? Here are three tips.
Taking your Social Security benefits at the right time may help maximize your benefit.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.