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"
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Lifestyle considerations in creating your retirement portfolio.
It's important to make sure your retirement strategy anticipates health-care expenses.
Military families face unique challenges, making personal finance even more critical.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator demonstrates the power of compound interest.
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 compares employee contributions to a Roth 401(k) and a traditional 401(k).
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
A bucket plan can help you be better prepared for a comfortable retirement.
Investors seeking world investments can choose between global and international funds. What's the difference?
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.