Helping You Plan Your Financial Future

Welcome to our Web site, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.
For a FREE Retirement Income Evaluation, please contact Perhach Associates Wealth Management, fill out the form and we will be in touch. This is a comprehensive look at what your income would look like during retirement. For pre-retirees it would let you know if you are on track to acheiving your retirement goals. If you are already retired, it would give you a picture as to how long your income will last.A portfolio analysis is also provided and any recommendations will be clearly spelled out. Don't wait until you're in the midst of a financial crisis before beginning the planning process. The sooner you start, the more options you may have. Just click on the blue contact link above.
We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.
We're here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.
Sincerely,
Bruce A. Perhach, CFS
Newsletters
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HOT TOPIC: Rising Rates Join Long List of Housing Dilemmas
This article explores how soaring housing costs, rising rates, and declining affordability could impact borrowers and the housing market.
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ETFs Are Gaining on Mutual Funds: Here’s Why
Are you familiar with the differences between mutual funds and exchange-traded funds? This article compares and contrasts the two.
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Consider a Bond Ladder for Rising Interest Rates
A bond ladder can help mitigate the effect of rising rates, generate income, and dampen the effects of stock market volatility. Learn more.
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Did You Know Medicaid May Pay You as a Family Caregiver?
Caregiving can exact physical, emotional, and financial tolls, but in some cases, Medicaid may provide financial relief to family caregivers.
Calculators
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Lease Payment
How much would your monthly lease payment be?
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.