Brad Mentzer is a financial adviser committed to helping you improve your long-term financial success. The customized strategies are designed to grow, and conserve your wealth by delivering an unprecedented level of personalized service.
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Helpful Content
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
A Checklist for When a Spouse or Parent Passes
An overview of some fundamental steps when a loved one passes.
Healthcare Costs in Retirement
Without a solid approach, healthcare expenses may add up quickly and potentially alter your spending.
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Understanding Qualified Charitable Distributions
Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).
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IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
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When Markets React
When markets shift, experienced investors stick to their strategy.
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 Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
The Business Cycle
How will you weather the ups and downs of the business cycle?
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.