Private Wealth Management For Select Individuals
There are few steps in life that are filled with more emotion than preparing for retirement. From excitement over your retirement plans to concern about your financial security and leaving the right legacy, most people face this new stage with a mix of apprehension and enthusiasm.
At Estate and Retirement Resources, Inc., we understand that retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs. Because over ninety percent of our clients are retirees with similar concerns, we are in an advantageous position to approach such challenges with experience and skill.
We work with clients who have enjoyed successful careers and desire a comfortable retirement lifestyle for themselves and their families. We also work with clients who are in need of a new advisor due to relocation or a lack of peace of mind with their current service.
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Here are six flags that may make your tax return prime for an IRS audit.
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
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When do you need a will? The answer is easy: Right Now.
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E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Gaining a better understanding of municipal bonds makes more sense than ever.
Determine your potential long-term care needs and how long your current assets might last.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
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Learn more about taxes, tax-favored investing, and tax strategies.
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Learn how to harness the power of compound interest for your investments.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
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