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Ocala, Florida Wealth Management 

Tuning Your Social Security Benefit Saving for College 101 The Latte Lie and Other Myths It Was the Best of Times, It Was the Worst of Times


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.

Helpful Content

You May Need to Make Estimated Tax Payments If…

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

U.S. Personal Savings Rate

U.S. Personal Savings Rate

What can be learned from the savings rate?

Social Security: Five Facts You Need to Know

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

 

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This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

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This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

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Determine your potential long-term care needs and how long your current assets might last.

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Enter various payment options and determine how long it may take to pay off a credit card.

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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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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How federal estate taxes work, plus estate management documents and tactics.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

The Real Cost of a Vacation Home

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When do you need a will? The answer is easy: Right Now.

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