Founded over 30 years ago, The Associated Companies exist to work with you as your financial partner. For generations, our firm has worked with businesses and families on the path to their financial destination.
Our goal is to...
- help you analyze your current situation.
- design a coordinated action plan that matches your goals and objectives.
- utilize a long term perspective to provide solutions that work best for you.
- incorporate the latest technology and financial trends into a customized solution for you, your family and/or your business.
"It's not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for."
- Robert Kiyosaki, Author of "Rich Dad, Poor Dad"
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Put It in a Letter
A letter of instructions provides additional and more personal information regarding your estate.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Is your estate in order? This short quiz may help you assess your overall strategy.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Being healthy not only makes you feel good, it may also help you financially.
A few strategies that may help you prepare for the cost of higher education.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how much you have the potential to earn during your working years.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to estimate your capital gains tax.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
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.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.