The Significance of the Bonsai
We are often asked why we use a Bonsai Tree in our brand and logo. To us, a Bonsai is more than just a potted plant. It is a living sculpture, a work of art as personal and unique as its owner. It is the result of years of cultivating and shaping; making conscious decisions about how it should grow. With proper care and attention it can live for generations.
Like a Bonsai, your financial future depends on building and protecting your capital, on cultivating and shaping your wealth based on your unique vision and goals. We help you turn your vision into reality so you can have a secure financial future.
Helping Clients Shape Their Financial Futures
Eggert Financial Management, Inc. is a wealth advisory firm specializing in financial planning and investment management.
Our mission is to understand your unique financial situation, to help develop a custom plan to help you reach your goals, dreams and objectives. Our many years of experience and extensive industry knowledge, knowledgeable staff, and a passion for achieving goals combine to support our clients on their journey toward financial success.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
Interest Rates: How Low Can They Go?
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
To choose a plan, it’s important to ask yourself four key questions.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Here are six flags that may make your tax return prime for an IRS audit.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how long your retirement savings may last using various monthly cash flow rates.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Have you explored all your options when it comes to managing your taxable income?
Have you found yourself suddenly single? Here are 3 steps to take right now.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
There are hundreds of ETFs available. Should you invest in them?
Recent changes in estate tax laws could affect the strategy you have in place.
How will you weather the ups and downs of the business cycle?