Welcome to Money At Work LLC
Money At Work, LLC, was founded in 1997 with the goal of assisting our clients pursue their personal financial objectives. We strive to provide superior customer service and have earned a reputation for excellence in our industry. As our clients’ “Personal CFO”, we make every effort to create financial stability and security through all stages of their lives. Our company is based on the principle that education and understanding of your current financial situation is vital to making prudent decisions concerning your future financial health.
Do you have a plan?
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
There are ways to improve your physical fitness without denting your fiscal fitness.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Simple steps may help you foil hackers and protect your privacy.
The tax rules that govern donating art are complex and confusing. Take a closer look.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how much you have the potential to earn during your working years.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to better see the potential impact of compound interest on an asset.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Understanding the cycle of investing may help you avoid easy pitfalls.
There are things you can do to keep yourself safe when you lose your wallet.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.