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 enabling us to develop a plan tailored to help you reach your goals, dreams and objectives. Our years of experience, knowledgeable staff and commitment of outstanding service combine to support our clients on their journey toward financial success.
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.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequence to their future financial security.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
One way to find money is to examine your current spending habits and eliminate money wasters.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Gaining a better understanding of municipal bonds makes more sense than ever.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator helps estimate your federal estate tax liability.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator may help you estimate how long funds may last given regular withdrawals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
When do you need a will? The answer is easy: right now.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
$1 million in a diversified portfolio could help finance part of your retirement.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Are you ready for retirement? Here are five words you should consider.
Investors seeking world investments can choose between global and international funds. What's the difference?