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?
Financial Strategies in a Post-DOMA World
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Understanding how capital gains are taxed may help you refine your investment strategies.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
A few strategies that may help you prepare for the cost of higher education.
There are ways to improve your physical fitness without denting your fiscal fitness.
Ascertaining the value of your business is important for a variety of reasons.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
This calculator will help determine whether you should invest funds or pay down debt.
Assess whether you are running “in the black” or “in the red” each month.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator may help you estimate how long funds may last given regular withdrawals.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
What does your home really cost?
There’s an alarming difference between perception and reality for current and future retirees.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
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 portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.