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
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
What Will You Do With Your Bonus or Windfall?
This article examines one's options when receiving a work bonus or other financial windfalls.
How Income Taxes Work
A quick look at how federal income taxes work.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
The Basics of Medicare
Learn all about Medicare basics in this informative and insightful article.
Do Our Biases Affect Our Financial Choices?
Even the most seasoned investors have biases affecting their financial choices.
What to Expect in Your First Year of Retirement
A visual comparison showing how daily life, income, and routines often shift during the first year of retirement.
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Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
Roth 401(k) vs. Traditional 401(k)
Compare Roth and traditional 401(k) options to see which may work better for your situation.
What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
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From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?