Understanding Today’s Financial Environment
Welcome, I’m Lawrence Nack, a financial consultant serving Marshfield, WI, Stevens Point, WI, and Wisconsin Rapids, WI. I understand that individuals face unique challenges as they prepare for retirement and their need for financial advice. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing for retirement, college savings or estate planning, our personalized service focuses on 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 Financial Planning, Retirement Income Planning, Insurance, Estate Planning, or College Savings, today and for many years to come. We look forward to working with you through all stages of your life, please call (888) 986-2181 with any questions or to meet in one of our offices, Marshfield, WI, Stevens Point, WI or Wisconsin Rapids, WI.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
It's important to understand how inflation is reported and how it can affect investments.
Good employee health can be great for the company’s bottom line.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
When to start? Should I continue to work? How can I maximize my benefit?
Don’t overlook the need for renter’s insurance if you rent your home.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to estimate your capital gains tax.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator can help you estimate how much you may need to save for retirement.
This calculator can help you estimate how much you should be saving for college.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
Here is a quick history of the Federal Reserve and an overview of what it does.
There are three things to consider before dipping into retirement savings to pay for college.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Why are 401(k) plans, annuities, and IRAs so popular?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
$1 million in a diversified portfolio could help finance part of your retirement.