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.
Personal Finance Calendar
Use this handy calendar to remember the year’s most important financial dates.
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Your Shifting Risk Tolerance
Time and market performance may subtly and slowly imbalance your portfolio.
There are four very good reasons to start investing. Do you know what they are?
Take the guesswork out of your IEP or SEP with this helpful article.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Key questions to answer when you are considering retirement.
Ascertaining the value of your business is important for a variety of reasons.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Determine your potential long-term care needs and how long your current assets might last.
This calculator will help determine whether you should invest funds or pay down debt.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
You’ve made investments your whole life. Work with us to help make the most of them.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Here’s a quick guide to checking to see if you have unclaimed money.
An amusing and whimsical look at behavioral finance best practices for investors.
Estate conservation is too important to put off. Do you have a smart exit strategy?