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Ocala, Florida Wealth Management 

When Special Care Is Needed: The Special Needs Trust Consider These 3 Things Before Driving Off the Lot Can Election Results Predict the Market? It May Be Time for a Financial Checkup


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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To Buy or Not to Buy

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A four-step framework for building a personal legacy.

Countering Counterfeit Currency

Countering Counterfeit Currency

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What Is a Stretch IRA?

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A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

Protecting Your Home Against Flood Loss

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Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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Use this calculator to better see the potential impact of compound interest on an asset.

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Use this calculator to estimate your capital gains tax.

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This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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Principles that can help create a portfolio designed to pursue investment goals.

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A presentation about managing money: using it, saving it, and even getting credit.

Investment Strategies for Retirement

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Should I Invest In REITs?

Are Real Estate Investment Trusts right for your portfolio?

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

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Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

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With alternative investments, it’s critical to sort through the complexity.

Jane Bond: Infiltrating the Market

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The New Wild West: Bitcoin

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.

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