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.
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
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.
Beware of these traps that could upend your retirement.
Do you have an estate strategy? You should.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Five phases to changing unhealthy behaviors.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator helps estimate your federal estate tax liability.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Assess how many days you'll work to pay your federal tax liability.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
When do you need a will? The answer is easy: 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?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Here’s a crash course on saving for college.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.