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

Love and Marriage and Retirement

More than 80% of married couples 45 to 72 say they don't agree on when they should retire, what their retirement lifestyle should look like, or whether they will work in retirement.

Confident in Consumer Confidence?

The consumer confidence index can be a useful tool, but it should play only a minor role in an investor’s overall outlook.

HOT TOPIC: The Personal Saving Rate: What It Doesn't Mean to You

The term "personal saving rate" can be misleading. It doesn't define "saving" in the same way that most people do. What should the personal saving rate mean to you?

Estate of Emergency?

To help ensure that an estate is distributed according to one's wishes, it’s important to have certain legal documents in place.

More Newsletters →

Market Watch

March 10, 2010 @ 11:46 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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