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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.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
It's important to understand how inflation is reported and how it can affect investments.
It's important to understand the pros and cons when considering a prepaid debit card.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
In life it often happens that the answers to our most pressing questions are right in our own backyards.
How does your ideal retirement differ from reality, and what can we do to better align the two?
A bucket plan can help you be better prepared for a comfortable retirement.
There’s an alarming difference between perception and reality for current and future retirees.
Why are 401(k) plans, annuities, and IRAs so popular?