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.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Term insurance is the simplest form of life insurance. Here's how it works.
There are ways to improve your physical fitness without denting your fiscal fitness.
Five strategies for managing your student debt.
There are common mistakes you can avoid when saving for retirement.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
How to help determine life insurance needs to provide for your family after you pass away.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to estimate your capital gains tax.
This calculator helps estimate your federal estate tax liability.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator may help you estimate how long funds may last given regular withdrawals.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
Here are five facts about Social Security that might surprise you.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
A bucket plan can help you be better prepared for a comfortable retirement.
A quick history of the Federal Reserve and overview of what it does.