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"
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
Here are six flags that may make your tax return prime for an IRS audit.
Your credit score may influence how much you pay for auto and home insurance.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
For homeowners who think their property taxes are too high, there are ways to appeal.
Enter various payment options and determine how long it may take to pay off a credit card.
This questionnaire will help determine your tolerance for investment risk.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator will help determine whether you should invest funds or pay down debt.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
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.
A presentation about managing money: using it, saving it, and even getting credit.
Women must be ready to spend, on average, more years in retirement than men.
Agent Jane Bond is on the case, cracking the code on bonds.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.