Your Financial Future
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you’re facing retirement—or looking to better understand certain investment ideas—CSB Wealth Management can help you address your most pressing money questions.
Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation for success.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search our website, send us a note regarding any questions you may have about any particular investment concepts or products. We’ll get back to you quickly with a thoughtful answer.
As a full-service financial consultant, CSB Wealth Management offers clients access to an assortment of quality, non-proprietary investment choices. If you would like any further information about these topics, or other areas of investing, please don't hesitate to contact us, by phone or e-mail. We can help you make sense of today's investment climate.
- Tax-advantaged investing- to help manage your tax liability and let more of your money work for you
- Retirement planning- to design an investment strategy to help you pursue all of your retirement goals
- Investment portfolio analysis- to keep you informed of how your investments are performing, and to make adjustments as needed
- Annual portfolio review- to review your current holdings and help you make any necessary changes or adjustments
- Long-term care- helping to ensure that you and your heirs are well cared-for
- Life insurance- helping to provide financial protection for your loved ones
The Anatomy of a Supplemental Health Plan
Here’s a guide to explain all the parts of Medicare.
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Top New Digital Tools for Small Businesses
Apps that help small business owners better manage and grow their business.
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Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Term insurance is the simplest form of life insurance. Here's how it works.
Five creative (and inexpensive) ideas for motivating your employees.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Use this calculator to estimate your capital gains tax.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Assess how many days you'll work to pay your federal tax liability.
Determine your potential long-term care needs and how long your current assets might last.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator helps estimate your federal estate tax liability.
A presentation about managing money: using it, saving it, and even getting credit.
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.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
The market is as unpredictable as the weather. We’d love to help you prepare.
There are three things to consider before dipping into retirement savings to pay for college.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.