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"
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
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?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
A letter of instructions provides additional and more personal information regarding your estate.
It may help your business be better prepared in the event of the death of a principal or key employee.
In the face of divorce, making changes to insurance coverage may be overlooked.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
There are common mistakes you can avoid when saving for retirement.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Even low inflation rates can pose a threat to investment returns.
When do you need a will? The answer is easy: right now.
What does your home really cost?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.