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"
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator helps estimate your federal estate tax liability.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
Three things to consider before dipping into retirement savings to pay for college.
Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.
Do you have causes that you want to support with donations? Here are three tips.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Investors seeking world investments can choose between global and international funds. What's the difference?
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.