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.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Building Your Legacy
A four-step framework for building a personal legacy.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Protect yourself against the damage that your homeowners policy doesn’t cover.
There are ways to improve your physical fitness without denting your fiscal fitness.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
An inside look at how marginal income tax brackets work.
Estimate your monthly and annual income from various IRA types.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to estimate your capital gains tax.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
Are Real Estate Investment Trusts right for your portfolio?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
With alternative investments, it’s critical to sort through the complexity.
Agent Jane Bond is on the case, cracking the code on bonds.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.