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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SECURE 2.0 Makes It Easier to Give and Receive
The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
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Four Key Objectives of a Sound Retirement Plan
A sound retirement plan should be based on personal circumstances, and no one strategy is suitable for everyone. This article looks at four goals that a retirement strategy should address.
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Will You Work Beyond Traditional Retirement Age?
Does your income strategy beyond traditional retirement age include receiving a paycheck? This article looks at the advantages and disadvantages of working later in life.
Calculators
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Car Affordability
How much can you afford to pay for a car?
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.