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?
Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
U.S. Personal Savings Rate
What can be learned from the savings rate?
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Don’t overlook the need for renter’s insurance if you rent your home.
If you find it hard to attain personal life goals, there’s an app for that!
Estimate how much you have the potential to earn during your working years.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator can help you estimate how much you should be saving for college.
This calculator may help you estimate how long funds may last given regular withdrawals.
Assess how many days you'll work to pay your federal tax liability.
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.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
The decision whether to buy or rent a home may have long-term implications.
Even low inflation rates can pose a threat to investment returns.
Are you ready for retirement? Here are five words you should consider.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Smart investors take the time to separate emotion from fact.