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"
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
Strategies For Managing Student Loan Debt
Five strategies for managing your student debt.
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
Here are six flags that may make your tax return prime for an IRS audit.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
However exciting retiring abroad may sound, it deserves considerable planning.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Understanding the economy's cycles can help put current business conditions in better perspective.
Bonds may outperform stocks one year only to have stocks rebound the next.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator can help you estimate how much you may need to save for retirement.
Assess whether you are running “in the black” or “in the red” each month.
How federal estate taxes work, plus estate management documents and tactics.
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.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
What does your home really cost?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
All about how missing the best market days (or the worst!) might affect your portfolio.
Understanding the cycle of investing may help you avoid easy pitfalls.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.