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.
4 Reasons for the Return of Market Volatility
Why have the markets been so volatile recently?
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
In the face of divorce, making changes to insurance coverage may be overlooked.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
One way to find money is to examine your current spending habits and eliminate money wasters.
Calculating your potential Social Security benefit is a three-step process.
Five creative (and inexpensive) ideas for motivating your employees.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to estimate your capital gains tax.
Determine if you are eligible to contribute to a traditional or Roth IRA.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The decision whether to buy or rent a home may have long-term implications.
Pundits say a lot of things about the markets. Let's see if you can keep up.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Around the country, attitudes about retirement are shifting.
Are you ready for retirement? Here are five words you should consider.