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2605 S. Calhoun Rd. #108
New Berlin, WI 53151
Phone: 262.439.9867
Fax: 262.439.9591
Liz @AffordableHealthandMore.com
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Newsletters

  • SRI Investing: Not Just for Stocks

    Find out how individual impact bonds may allow investors to preserve principal and generate income while supporting activities that are important to them.

  • A Business Plan Can Be Your Guide to Growth

    A business plan can be an important step toward success. Here are some key components to consider.

  • Need to Tap Your 401(k)? Proceed with Care

    Explore an overview of rules and tax consequences for 401(k) plan hardship distributions and other early withdrawals.

  • Estate Taxes: Should a Trust Own Your Life Insurance?

    An irrevocable life insurance trust can help pay estate taxes, but recent exemption level increases may warrant a new insurance strategy.

More Newsletters »

Calculators

  • Long-Term Care Self Insurance

    Will you be able to afford nursing home care?

  • Mortgage Acceleration

    This calculator can help you determine how soon you can pay off your mortgage.

  • Retirement Portfolio Lifespan

    How Long Will Your Funds Last?

  • Roth IRA Conversion

    This calculator can help you determine whether you should consider converting to a Roth IRA.

More Calculators »

About Us

  • Life and Disability Insurance
  • Dental Insurance
  • Temporary Health Insurance Quotes
  • International Insurance Plans
  • Real Wealth® Monthly Podcasts
  • About Me
  • My Continuing Education Coursework
  • My Location
  • Tell A Friend
  • Featured Links

Learning Center

  • Articles

    Educate yourself on a variety of financial topics.

  • Calculators

    A host of financial tools to assist you.

  • Newsletters

    Timely Newsletters to help you stay current.

  • Videos

    A dynamic library of videos.

  • Flipbooks

    These magazine-style flipbooks provide helpful information.

  • Glossary

    Financial terms from A to Z.

  • Tax Library

    Manage your taxes and prepare for the upcoming tax season.

Contact Us

2605 S. Calhoun Rd. #108
New Berlin, WI 53151
Phone: 262.439.9867
Fax: 262.439.9591
Liz @AffordableHealthandMore.com
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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck