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.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
The federal government requires deceased individuals to file a final income tax return.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Term insurance is the simplest form of life insurance. Here's how it works.
This worksheet can help you estimate the costs of a four-year college program.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator demonstrates the power of compound interest.
This calculator can help you estimate how much you should be saving for college.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
Have you explored all your options when it comes to managing your taxable income?
A bucket plan can help you be better prepared for a comfortable retirement.
Even low inflation rates can pose a threat to investment returns.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Do you have causes that you want to support with donations? Here are three tips.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.