Founded over 40 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"
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
When to start? Should I continue to work? How can I maximize my benefit?
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
How to help determine life insurance needs to provide for your family after you pass away.
Calculating your potential Social Security benefit is a three-step process.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Estimate how much you have the potential to earn during your working years.
Estimate your monthly and annual income from various IRA types.
This calculator can help you estimate how much you may need to save for retirement.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator helps estimate your federal estate tax liability.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
What is your plan for health care during retirement?
Estate conservation is too important to put off. Do you have a smart exit strategy?
Around the country, attitudes about retirement are shifting.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
When do you need a will? The answer is easy: Right Now.
Would you guess that Millennials are effectively saving for retirement? Well, they are.