Discovery Financial, LLC

 

Welcome to our Website!

 

Here you will find a wealth of information in the form of newsletters, articles, calculators, research reports and postings from David Muilenberg and his staff at Discovery Financial, LLC.

Discovery Financial, LLC builds long-term relationships by learning and understanding what is really important to each individual client.  Our clients work with a team of highly educated professionals who provide insight and compassion in helping them reach their financial goals.  Our goal is to ensure that each client's financial assets are well protected through investments and insurance.  When a future event takes place such as retirement, an educational need, death, or disability, clients  place a phone call to Discovery Financial, LLC so they can feel confident that their needs will be taken care of.

We are here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performace data along with the ability to allow you to view your accounts online via our Account View system.
Calculators

Car Affordability

How much can you afford to pay for a car?

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

More Calculators →

Newsletters

The Financial State of the States

Many state and local governments have struggled with lower tax receipts and large budget deficits — during and after the recession. This article offers a closer look at the financial pressures facing the states and how the methods used to address budget shortfalls could ultimately serve as a drag on the national economy.

To Roll or Not to Roll: It's Your Choice

Some employers are encouraging departing employees to leave their retirement savings in their employer plans. But employees should make any decisions based on their own needs and concerns, not the former employer's. Read about the pros and cons of rolling over retirement plan assets to an IRA.

Rising Popularity of Roth IRA as Retirement Vehicle

Investment in the Roth IRA has been growing dramatically. Fueling the growth of this popular investment vehicle are tax-free distributions in retirement and no mandatory withdrawals due to age. Compare the trade-offs of Roth IRAs with traditional IRAs, including eligibility limitations, annual contribution limits, and withdrawal considerations.

HOT TOPIC: Why Global Investors Are Worried About European Debt

European officials are working on a bailout deal to help debt-laden Greece avoid default, but some are worried a broader eurozone financial crisis may be waiting in the wings. How likely is a Greek sovereign debt default, and how could it affect European and U.S. financial markets?

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