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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.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
A change in your mindset during retirement may drive changes to your portfolio.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Being healthy not only makes you feel good, it may also help you financially.
To choose a plan, it’s important to ask yourself four key questions.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how much income may be needed at retirement to maintain your standard of living.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator can help you estimate how much you should be saving for college.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
If you died, what would happen to your email archives, social profiles and online accounts?
Make your retirement as exciting as your next vacation.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
In the world of finance, the effects of the "confidence gap" can be especially apparent.