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

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Savings Accumulation

Estimate the future value of your current savings.

More Calculators →

Newsletters

Giving the Gift of Knowledge

A college education is still a good investment. Consider this statistic: The overall unemployment rate reached as high as 9.9% in 2010, but for workers with a bachelor's degree or higher, it did not exceed 5.1%. But a college education can be expensive. There is a tax-advantaged way to accumulate money for a child's or grandchild's education: a Section 529 plan.

Retaining MVPs with Executive Bonus Life Insurance

An economic recovery is likely to bring more job opportunities to top performers, but it could prove costly for businesses to replace productive employees who decide to leave. An executive bonus plan funded with cash-value life insurance can be used to reward and retain an organization's most valuable employees.

Tips for Surviving the Estate Tax

The federal estate tax was reinstated retroactively to January 1, 2010, by the 2010 Tax Relief Act. However, the favorable provisions are scheduled to expire at the end of 2012, when estates exceeding $1 million could be subject to the federal levy.

To Roll or Not to Roll: It's Your Choice

Some employers are encouraging departing employees to leave their retirement savings in their employer plans. But employees should make any decisions based on their own needs and concerns, not the former employer's. Read about the pros and cons of rolling over retirement plan assets to an IRA.

More Newsletters →