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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Do Target-Date Funds Hit the Bull’s-Eye for You?
More than half of 401(k) participants invest in target-date funds, but are they right for everyone? This article provides an overview.
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Keeping Cool: Investment Strategy vs. Reaction
This article offers ideas to help investors focus on strategic decisions rather than react emotionally to the latest market news or movements.
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Hot Topic: The Ag Economy: Tough Times for Farmers in 2019
Farm bankruptcies rose in 2019, despite billions in federal support. This article discusses the effect on rural communities and regional economies.
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Could Employee Ownership Be Part of Your Succession Plan?
An employee stock ownership plan may be a tax-friendly way for retiring small-business owners to pass the reins to employees.
Calculators
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.