Madison Investment Center is an independent financial services firm. We are “employed” by you, our client. We work with LPL Financial, one of the nation’s largest broker dealers, to provide state of the art resources and tools. Independence allows us to offer objective research, conflict-free advice, and guidance. Our focus is on your needs and assisting you in pursuing your investment goals.
Investors require knowledgeable, experienced and caring professionals to navigate through the intricacies of an ever-changing investment landscape. The team at Madison Investment Center brings not only the professional training and credentials necessary to serve the needs of our clients, but also a diverse, broad range of personal experiences, and perspectives. We’re licensed to provide financial services in multiple states across the country.
The team at Madison Investment Center is dedicated to developing multi-generational relationships that are built on personal attention and an understanding of our client’s fiscal goals and lifestyle aspirations. We act as a “financial sounding board” and encourage our clients to contact us prior to making any major financial decision. This includes life events such as, buying a home, starting a business, saving for college or preparing for retirement. We review the advantage and disadvantages of each course of action so our client’s can make an educated decision.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
It's important to understand how inflation is reported and how it can affect investments.
Here's a breakdown of how the federal government spends your tax money.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Estate tax laws have changed a few times in recent years. Do you know the new rules?
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how much you have the potential to earn during your working years.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
Women must be ready to spend, on average, more years in retirement than men.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
What are your options for investing in emerging markets?
The decision whether to buy or rent a home may have long-term implications.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
How will you weather the ups and downs of the business cycle?