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.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful for jumpstarting a conversation about retirement spending, spending habits, and potential medical costs.
An increasing number have been developed to help individuals with their personal finances.
Here are 5 reason why you may consider working through retirement.
Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage
The true cost of raising a child may be far more than you expect.
Tips to avoid checking in luggage on your next vacation.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to assess the potential benefits of a home mortgage deduction.
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.
Use this calculator to estimate your capital gains tax.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
What does your home really cost?
Explaining the SECURE Act and how the changes affect your retirement strategy.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Taking your Social Security benefits at the right time may help maximize your benefit.
Do you have causes that you want to support with donations?