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Financial PlanningWe believe that financial planning requires a commitment by the client -- a commitment to provide complete information, to learn new concepts, to examine choices in light of your own goals, and even to change behavior in saving, spending and investing patterns. This is a far cry from taking up a hobby, or chasing the most recently touted investment product.
Retirement PlanningThe old saying "knowledge is power" applies to many situations in life, including retirement planning. The more you know about the benefits your plan offers, the more likely you'll be to make the most of them and come out ahead financially when it's time to retire. Here are some questions to test your knowledge about your plan.
Asset ManagementIf you are close to retirement, or wondering if you are doing the right things to get closer to retirement, you and Blunck Financial might just be a good fit. Put 26 years of experience to work for you. Our knowledge and common sense in financial planning and asset management can make the difference.
Wealth Management2Wealth Management Systems Inc. For the 30-year period ended December 31, 2014. Growth stocks represented by a composite of the S&P 500/BARRA Growth and Value indexes and the S&P/Citi Growth and Value indexes.
Investment ManagementJournal of Portfolio Management, Journal of Derivatives, Pension and Investments. In his book The Handbook of Inflation Hedging Investments, Greer discusses the importance of inflation hedging, which hedges work best, and what percentages should be allocated to real return investments and to each specific investment.
Charitable GivingYou may want to consider making a charitable gift to a museum or other reputable institution. Passing along property during your lifetime may be one way to minimize estate taxes. By consulting with your tax advisor, you might decide to make a gift during your lifetime that offers an immediate tax deduction. In contrast, bequeathing a gift postmortem may mean missing out on any income tax benefits while you are alive.
Disclaimer: YP recommends that you always check with the business for pricing and availability of products and services. Although YP believes this information to be correct when posted, it is always subject to change by the business, so YP cannot guarantee the current accuracy of any product, service, inventory or pricing information shown here. YP’s display of a products or services list for a business does not imply any affiliation with, endorsement of or sponsorship between YP and either the listed business or any of the products or services included on such list.
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