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.
Helpful Content
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Catch-Up Contributions
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Bitcoin 101
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money and give you peace of mind.
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What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.