Understanding Today’s Financial Environment
At Zeller Wealth Management, we understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Building Your Legacy
A four-step framework for building a personal legacy.
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
Federal estate taxes have long since been a lucrative source of funding for the federal government.
When considering life insurance, it's important to understand your options.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
How to help determine life insurance needs to provide for your family after you pass away.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
There are a number of ways to withdraw money from a qualified retirement plan.
Taking your Social Security benefits at the right time may help maximize your benefit.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
All about how missing the best market days (or the worst!) might affect your portfolio.
If you died, what would happen to your email archives, social profiles and online accounts?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Here’s a crash course on saving for college.