Kaluzna Financial, Inc.

...helping you manage your wealth the old fashioned way

 

Welcome to the Kaluzna Financial, Inc. web site. Our company believes that good financial decisions don't have to be confusing. We provide financial education and counseling to help you make the most of your money and help you achieve more of your financial goals. 

This site will not only introduce you to our company philosophy and services, but it will also offer a wealth of educational materials - articles, newsletters, calculators, and other tools - designed to keep you up-to-date on financial issues, strategies, and trends. This educational material is kept current, as is our calendar of events, which lists upcoming financial workshops that you may want to attend.

If you need any information or want to schedule a complimentary visit to discuss specific questions, please e-mail us at fran@kaluzna-financial.com, or call us at (847) 897-5737.

 
Learning Center
  • Articles

    Articles

    Educate yourself on a variety of financial topics.

  • Calculators

    Calculators

    A host of financial tools to assist you.

  • Newsletters

    Newsletters

    Timely Newsletters to help you stay current.

  • E-Seminars

    E-Seminars

    Animated presentations to help you learn and decide.

  • iMoney

    iMoney

    Ideas to help simplify everyday finances.

  • Glossary

    Glossary

    Financial terms from A to Z.

  • Tax Library

    Tax Library

    Manage your taxes and prepare for the upcoming tax season.

Calculators

Financial IQ Test

Take this quick quiz to find out your Financial IQ

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

More Calculators →

Newsletters

HOT TOPIC: Looking for a Recovery in Odd Places

Are signs of an economic recovery showing up in hemlines and lipstick sales?

Pursuing Both Growth and Value

Maintaining a balance of growth and value investments may help investors add a new dimension of diversification to their portfolios.

Avoid the Timing Trap

Market timing is a risky approach that could have a significant effect on a portfolio’s long-term performance.

Most Recoveries Are Announced Months After They Begin

Because it can take so long for the National Bureau of Economic Research to determine when a recession began or ended, people who delay financial decisions until they are certain a recession is over are at a disadvantage because they may be operating on old information.

More Newsletters →

Market Watch

March 10, 2010 @ 11:47 PM

Dow Jones Industrials 10,567.33+ 2.95
Dow Jones Transportation 4,295.72+ 26.56
Dow Jones Utilities 377.45+ 1.04
Nasdaq Composite 2,358.95+ 18.27
S&P 500 1,145.61+ 5.17
10 Year Treasury Note 3.70-
OSX Oil Service Sector Index 211.39+ 1.39

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