Your Financial Future
Stephen C. Lawler and the Lawler Financial team of professionals can work for you to address your unique comprehensive financial life. Lawler Financial is an industry leader with expertise in wealth management and innovative comprehensive independent financial planning in our client's best interests.
Our priority is a solid foundation for clients and their overall financial success. We want to learn more about one’s personal situation, identify dreams and goals, and develop strategies to pursue them. Long-term client relationships that encourage and promote communication have been the cornerstone of our foundation of success for over 30 years.
Lawler Financial provides investment consulting services and a customized wealth management process including efficient solutions for individuals, households, families, trusts, estates, charitable organizations, and business entities. Our suite of services includes retirement planning, investments, insurance, tax planning, risk management, estate planning, cash flow analysis, education funding, and employee benefits.
Helpful Content
Understanding Extended Care
Understanding the types of extended care services—and what those services could cost—may be critical.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
A Home Insurance Claim: To File Or Not To File
Learn when it may not make sense to file a claim on your home insurance.
Is Your Current Model Limiting Your Growth?
If you’ve been thinking what the next step in your career could look like, explore growth with the right team.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Can I Create a Roth if I’m Over the Income Limit?
Use this article to start conversations about the “backdoor” Roth IRA strategy.
Asset Allocation
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
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Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
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The Other Sure Thing
A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.
How to Bake a Pie-R-A
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?