Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your unique situation.Learn More
We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.Learn More
We believe our team approach adds a broader perspective to all we do and provides increased benefits to our clients.Learn More
INVESTMENTS, INSURANCE, & ADVICE.
Welcome, I’m Paul Muhich, a CERTIFIED FINANICAL PLANNER™ in Eveleth, MN. 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.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Alternative Investments - Going Mainstream
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Here are six flags that may make your tax return prime for an IRS audit.
If you find it hard to attain personal life goals, there’s an app for that!
Term insurance is the simplest form of life insurance. Here's how it works.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Assess whether you are running “in the black” or “in the red” each month.
This calculator shows how inflation over the years has impacted purchasing power.
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.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
It's easy to let investments accumulate like old receipts in a junk drawer.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
It’s never a bad time to speak with your financial advisor about changes in your situation.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
The market is as unpredictable as the weather. We’d love to help you prepare.
What are your options for investing in emerging markets?