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.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
Learn a little about worldwide currency in this fun infographic
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Understanding the economy's cycles can help put current business conditions in better perspective.
In the face of divorce, making changes to insurance coverage may be overlooked.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
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.
How federal estate taxes work, plus estate management documents and tactics.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Learn how to harness the power of compound interest for your investments.
Here is a quick history of the Federal Reserve and an overview of what it does.
Here are five facts about Social Security that might surprise you.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.