If you’ve resolved to count calories…track reps…and time your laps—you may want to add another resolution to the list—tracking your financial health. This is your year to not only become physically fit…but fiscally fit as well. The best way to accomplish your goal is to take a 360º view of your financial picture. Consider your […]
Blog
Getting Your Money Back
So you get this IRA, put money in it every year—maybe even every month—you get statements from it and you know it’s there. But do you even know how to take it out? Do you sometimes think of just taking the money and running before you’re 59 ½? After all, what’s so special about 59 […]
College Tuition & Fees Can Exceed $200,000
With the cost of annual tuition fees reaching over $50,000, that means you might need over $200,000 to cover all four years! That’s why it’s never too soon to start planning. With that in mind, you may want to consider looking into a College Savings Plan to help lessen the burden. Let’s face it, there […]
A Message From Carl Strozyk #3
“We use a holistic approach with our clients to truly understand what is important in their lives.”~Carl Strozyk
A Message From Carl Strozyk #2
“We use a holistic approach with our clients to truly understand what is important in their lives.”~Carl Strozyk
A Message From Carl Strozyk
“We use a holistic approach with our clients to truly understand what is important in their lives.”~Carl Strozyk