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.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Understanding how a stock works is key to understanding your investments.
Knowing the rules may help you decide when to start benefits.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate your monthly and annual income from various IRA types.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate the total cost in today's dollars of various mortgage alternatives.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Recent changes in estate tax laws could affect the strategy you have in place.
Do you have causes that you want to support with donations? Here are three tips.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Have you found yourself suddenly single? Here are 3 steps to take right now.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”