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"
Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you know what they are?
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
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.
This worksheet can help you estimate the costs of a four-year college program.
Good employee health can be great for the company’s bottom line.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
One way to find money is to examine your current spending habits and eliminate money wasters.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This questionnaire will help determine your tolerance for investment risk.
This calculator can help you estimate how much you should be saving for college.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how much you have the potential to earn during your working years.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead?
Agent Jane Bond is on the case, infiltrating the world of bonds.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.