MARY HOLEVINSKI, LUTCF
Welcome to Holevinski Financial Services, a full-service company specializing in retirement planning and estate conservation.
As personal financial professionals, we can:
- Help you clarify and define your goals
- Recommend solutions that fit your needs
- Deliver timely information
- Explain how changing financial conditions affect you
- Monitor your financial progress
- Make investment planning easier
Feel free to browse our site. You'll find a variety of articles, calculators, and research reports that we hope will answer your questions or stimulate your interest.
If you have any questions, please call us at 1-800-995-1238 or e-mail us at mholevinski@madisonreps.com. We will be happy to help. We look forward to talking with you.
Newsletters
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Much Ado About RMDs
This article provides an overview of the changes the SECURE 2.0 Act made and a brief explanation of how to calculate required minimum distributions from tax-advantaged retirement accounts.
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New Medicare Rules Tackle Prescription Drug Prices
The Inflation Reduction Act of 2022 included provisions intended to lower prescription drug costs for Medicare enrollees and slow drug spending by the federal government.
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Home Energy Tax Credits
There are two separate federal tax credits available for home installation of certain energy efficient or clean energy property. Learn more.
Calculators
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
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Car Affordability
How much can you afford to pay for a car?