Carol Anderson, fee based financial planning, financial planning, retirement, investments, insurance, estate planning, long term care, experienced, Financial Planning Association, trusted, experience, Naperville, Illinois, woman, women, animals, charitable, PETA, DuPage PADS, philanthropy

Anderson Wealth Advisors LLC

Welcome to our new Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

Wealth Management System 

Are your plans keeping up with your dreams? We offer an easy to use secure web-based planning and wealth management site that you can access anywhere in the world, any time of the day.  This site includes your personal financial home page and gives you a summary of your:

  • balance sheet 
  • assets
  • cash flow
  • investment asset allocation
  • insurance summary

Your data is aggregated every night to give you up to date figures to help you to monitor and manage your assets. You can see if you are on track to reach your retirement and other goals. With a full range of color reports you can customize the data that you need to make important financial decisions. There is an online vault where you can even store information on frequest flyer miles as well as copies of your valuable personal documents such as wills, trusts, insurance documents, and passports.  You can also create a family time capsule in which you create a permament record of treasured moments and photos for future generations. This is an invaluable service that helps to simplify and coordinate all of your important information. Click this link to view a short video demonstrating the power of this planning and management system.http://www.emoneyadvisor.com/emacorp/client/AndersonWA_web/Advocate.html

Our Strength Through Experience

 One of the strengths of our company is the strong technology capability that gives you access to online views and reporting on your investment accounts. We are affiliated with a team of specialists at FSC Securities and Pershing LLC, our clearing firm. If there is a request or correction to be made, this issue is tracked online and responded to in a timely manner. The issue is not closed out until you are satisfied. This process reflects our commitment to strive to achieve a superior level of service.

Calculators

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

More Calculators →

Newsletters

Rising Popularity of Roth IRA as Retirement Vehicle

Investment in the Roth IRA has been growing dramatically. Fueling the growth of this popular investment vehicle are tax-free distributions in retirement and no mandatory withdrawals due to age. Compare the trade-offs of Roth IRAs with traditional IRAs, including eligibility limitations, annual contribution limits, and withdrawal considerations.

Designating Retirement Plan Beneficiaries

IRAs and defined-contribution plans have become an important component of personal wealth for households. Designating account beneficiaries and keeping the designations current can be a complex — but important — process to perform on a regular basis as certain life events and tax situations can necessitate a change.

GDP: Measuring the Economy

It's likely you've heard a lot about the gross domestic product (GDP) if you follow the news. But what is its impact on the national economy and how has the Great Recession impacted the GDP? This primer explains the numbers behind the GDP and what it ultimately tells us about the economic health of the nation.

Using a Variable Annuity for Guaranteed Income

One recommendation from the White House Task Force on Middle Class Working Families was for retirees to consider purchasing annuities to help provide a stable income. Investors who want their retirement portfolios to go the distance might want to learn more about variable annuities.

More Newsletters →