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"
Should You Choose a Fixed or Variable?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Five strategies for managing your student debt.
One of the most common questions people ask about Social Security is when they should start taking benefits.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator demonstrates the power of compound interest.
This calculator shows how inflation over the years has impacted purchasing power.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Do you have causes that you want to support with donations? Here are three tips.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Smart investors take the time to separate emotion from fact.