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
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Women and Financial Strategies
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Marriage changes everything, including your insurance needs.
Understanding the economy's cycles can help put current business conditions in better perspective.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
A few strategies that may help you prepare for the cost of higher education.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how much you have the potential to earn during your working years.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Assess how many days you'll work to pay your federal tax liability.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator demonstrates the power of compound interest.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Understanding the cycle of investing may help you avoid easy pitfalls.
How do the markets usually react to elections? Was the 2016 election any different?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.