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
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Bonds may outperform stocks one year only to have stocks rebound the next.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Don’t overlook the need for renter’s insurance if you rent your home.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate the total cost in today's dollars of various mortgage alternatives.
Assess how many days you'll work to pay your federal tax liability.
Estimate how much you have the potential to earn during your working years.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to estimate your capital gains tax.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
What does your home really cost?
Here’s a crash course on saving for college.
A special needs trust helps care for a special needs child when you’re gone.
Do you know these three personal finance sayings?
A bucket plan can help you be better prepared for a comfortable retirement.
In the world of finance, the effects of the "confidence gap" can be especially apparent.