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"
What to Do When You Lose Your Wallet
There are things you can do to keep yourself safe when you lose your wallet.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
How long does a $20 bill last?
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Try these activities to keep your brain sharp.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
One way to find money is to examine your current spending habits and eliminate money wasters.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to estimate your capital gains tax.
Assess how many days you'll work to pay your federal tax liability.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator demonstrates the power of compound interest.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
With alternative investments, it’s critical to sort through the complexity.
Have you explored all of your choices when it comes to managing your taxable income?
There are hundreds of ETFs available. Should you invest in them?
Tulips were the first, but won’t be the last. What forms a “bubble” and what causes them to burst?
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
Agent Jane Bond is on the case, infiltrating the world of bonds.