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.
Women and Retirement
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
This worksheet can help you estimate the costs of a four-year college program.
It may help your business be better prepared in the event of the death of a principal or key employee.
Simple steps may help you foil hackers and protect your privacy.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Use this calculator to better see the potential impact of compound interest on an asset.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how much you have the potential to earn during your working years.
This calculator can help you estimate how much you may need to save for retirement.
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.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
If you died, what would happen to your email archives, social profiles and online accounts?
Do you have causes that you want to support with donations? Here are three tips.
Have you explored all of your choices when it comes to managing your taxable income?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.