Helping Clients Succeed Financially
Ledgevest Financial utilizes a team approach to help build, manage, preserve and transition wealth for our clients through a broad array of financial products and services.
Ledgevest Financial
249 N Country Lane, Suite 201
Fond du Lac,
WI
54935
Phone:
- 920-581-5700
Newsletters
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How Has SECURE 2.0 Affected 401(k) Plans?
The SECURE 2.0 Act introduced new features designed to make 401(k)s even more appealing to workers.
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Locked Out? How to Break Into Today’s Housing Market
Homeownership can still be an attainable goal, but it may take more planning, flexibility, and creativity than it did in the past.
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REITs Offer Income and Diversification
Most broad stock funds contain real estate investment trusts (REITs), but for a more strategic approach, investors can choose from a variety of REIT funds and individual REITs.
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HOT TOPIC: Pressure at the Pump: Will High Gas Prices Shake the U.S. Economy?
This article looks at why gas is so expensive, what it might take to stop the upward trend, and the potential effect of high gas prices on consumers and the broader economy.
Calculators
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.