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15435 Gleneagle Drive
Suite 105
Colorado Springs, CO 80921

Kirby Zeller, AIF® Accredited Investment Fiduciary

(719) 481-3738

 
Retirement and Quality of Life Behavioral Finance The Wild West of Data Theft Supporting Local Business In a Crisis

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

A Bucket Plan to Go with Your Bucket List

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

Comparing Investments

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Breaking Down the Parts of Medicare

Breaking Down the Parts of Medicare

Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.

 

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

Types of Stock Market Analysis

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.

Buying Auto Insurance For Teen Drivers

Tips on insuring your teen driver.

The ABC’s of Auto Insurance

What kind of auto insurance should you have? Do you know?

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Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

Don't Buy The Hype

There are a lot of misconceptions about Social Security. Here’s the truth about three of them.

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