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: Big Impact for Small Businesses
This article discusses provisions in the SECURE 2.0 Act of 2022 that may be of particular interest to small business owners.
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HOT TOPIC: A Cautiously Optimistic Economic Outlook for 2024
The U.S. economy grew in the third quarter of 2023, despite high interest rates and unsettling geopolitical conflict. This article discusses market conditions and economic forecasts for 2024.
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Key Retirement and Tax Numbers for 2024
This article presents the IRS’ cost-of-living adjustments for 2024 that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
Calculators
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.