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
Raise Your Retirement Income
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Marriage changes everything, including your insurance needs.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Lifestyle considerations in creating your retirement portfolio.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator demonstrates the power of compound interest.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator can help you estimate how much you may need to save for retirement.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
What is your plan for health care during retirement?
Are Real Estate Investment Trusts right for your portfolio?
Have you explored all your options when it comes to managing your taxable income?
A bucket plan can help you be better prepared for a comfortable retirement.
Why are 401(k) plans, annuities, and IRAs so popular?