We offer a robust suite of high touch plan sponsor and plan participant services at Preisz Financial, designed to help you and your employees pursue a financially secure retirement.Learn More
From personal financial planning through Social Security, estate, business and succession planning, our strategies are customized to your circumstances and concerns.Learn More
With a clear understanding of your unique financial situation and comfort with risk, our advisors design and manage personalized investment portfolios to support your goals.Learn More
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Should You Borrow from Your 401(k)?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Term insurance is the simplest form of life insurance. Here's how it works.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Gaining a better understanding of municipal bonds makes more sense than ever.
When to start? Should I continue to work? How can I maximize my benefit?
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator may help you estimate how long funds may last given regular withdrawals.
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.
This calculator shows how inflation over the years has impacted purchasing power.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
What is your plan for health care during retirement?
Taking your Social Security benefits at the right time may help maximize your benefit.
There are three things to consider before dipping into retirement savings to pay for college.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.