Dluzak & Associates

Marijo Dluzak, CFP, CLU Certified Financial Planner

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Disability Income Insurance

How much Disability Income Insurance do you need?

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

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His and Her Uncertainty

By sharing information about each other’s plans and expectations for retirement, a couple may be able to avoid some common mistakes that could hamper their progress toward a comfortable retirement lifestyle.

It's Not as Bad as You Think

Economic indicators, including GDP, are signaling continued growth, but consumer confidence is lower than it's been in years. Why do these figures seem to be moving in opposite directions?

IPO Trends

Though experts are expecting 2007 to be another big year for initial public offerings, or IPOs, the U.S. IPO market may not be the same as in years past.

Surviving the Estate Tax with Survivorship Life

People who never imagined they would have enough assets to trigger estate taxes could be in for a surprise. One way to help plan for this possibility is by purchasing a survivorship life insurance policy.

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