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
-
Medicare Open Enrollment
This article explains the changes that Medicare beneficiaries can make during the annual open enrollment period from October 15 to December 7.
-
Running with the Dogs
See how the Dogs of the Dow, an investing strategy known for chasing dividends and value, can be implemented through a unit investment trust.
-
Do You Need a Power of Attorney?
Explore three types of powers of attorney and find out how a living will can supplement a durable POA for health care.
-
A New Option for Providing Health Coverage in 2020
Learn more about Individual Coverage Health Reimbursement Arrangements and how they may help small businesses offer employee health coverage.
Calculators
-
College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
-
Savings Accumulation
Estimate the future value of your current savings.
-
Car Affordability
How much can you afford to pay for a car?
-
Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.