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"
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
These food myths will really put a drain on your wallet.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Don’t overlook the need for renter’s insurance if you rent your home.
A change in your mindset during retirement may drive changes to your portfolio.
This calculator can help you estimate how much you should be saving for college.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how much you have the potential to earn during your working years.
Estimate how much income may be needed at retirement to maintain your standard of living.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
How federal estate taxes work, plus estate management documents and tactics.
How will you weather the ups and downs of the business cycle?
Recent changes in estate tax laws could affect the strategy you have in place.
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
Tulips were the first, but won’t be the last. What forms a “bubble” and what causes them to burst?
A quick history of the Federal Reserve and overview of what it does.
Three things to consider before dipping into retirement savings to pay for college.