Private Wealth Management For Select Individuals
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.
Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Options When Your CD Matures
Knowing your options when a CD matures can help you make a sound investment decision.
Should I Invest In REITs?
Are Real Estate Investment Trusts right for your portfolio?
It sounds simple, but paying yourself first can really pay off.
These food myths will really put a drain on your wallet.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
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Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Have you explored all of your choices when it comes to managing your taxable income?
Here are five facts about Social Security that might surprise you.