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.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequence to their future financial security.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Tax preparation may be the perfect time to give the household budget a check-up.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Estimate how much income may be needed at retirement to maintain your standard of living.
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 the total cost in today's dollars of various mortgage alternatives.
This calculator helps estimate your federal estate tax liability.
This calculator will help determine whether you should invest funds or pay down debt.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How will you weather the ups and downs of the business cycle?
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Here are five facts about Social Security that might surprise you.
There are hundreds of ETFs available. Should you invest in them?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.