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?
When Do You Need a Will?
When do you need a will? The answer is easy: right now.
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Is your estate in order? This short quiz may help you assess your overall strategy.
There are common mistakes you can avoid when saving for retirement.
Here are six flags that may make your tax return prime for an IRS audit.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator demonstrates the power of compound interest.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how long your retirement savings may last using various monthly cash flow rates.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
There are things you can do to keep yourself safe when you lose your wallet.
Investors seeking world investments can choose between global and international funds. What's the difference?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Here are five facts about Social Security that might surprise you.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.