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Rightsizing for Retirement Social Security: By the Numbers Where Is the Market Headed? When Markets React

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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.

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Saving for College

This calculator can help you estimate how much you should be saving for college.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Historical Inflation

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Help determine the required minimum distribution from an IRA or another qualified retirement plan.

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Investment Strategies for Retirement

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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Principles that can help create a portfolio designed to pursue investment goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Investments

You’ve made investments your whole life. Work with us to help make the most of them.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

When Markets React

When markets shift, experienced investors stick to their strategy.

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

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