Generational Family Planning
At Madison Financial and Associates, we are first and foremost committed to delivering honest guidance, objective advice, and excellent service to our clients and their families. Even our name, Madison, is a multi-generational name, dating back to our founder’s great-grandfather. We built our firm on the strong family values of honesty, loyalty, and stewardship, and we strive to pass these values onto our clients every day. As a result, our client relationships often span multiple generations.
We believe in serving our clients better, quicker, and more efficiently than other wealth management firms. Contact us today to see how Madison Financial and Associates can help you and your family.View our Services
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Knowing the rules may help you decide when to start benefits.
Here's a breakdown of how the federal government spends your tax money.
There are common mistakes you can avoid when saving for retirement.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Learn about clauses in the SECURE Act that affect 401Ks, students, and families.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate the total cost in today's dollars of various mortgage alternatives.
Determine your potential long-term care needs and how long your current assets might last.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate your monthly and annual income from various IRA types.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
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.
Principles that can help create a portfolio designed to pursue investment goals.
A special needs trust helps care for a special needs child when you’re gone.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Around the country, attitudes about retirement are shifting.
Do you have causes that you want to support with donations? Here are three tips.
Even low inflation rates can pose a threat to investment returns.