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.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
What’s Your Investment IQ?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Bonds may outperform stocks one year only to have stocks rebound the next.
This calculator can help determine whether it makes sense to refinance your mortgage.
Determine your potential long-term care needs and how long your current assets might last.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to assess the potential benefits of a home mortgage deduction.
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.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
With alternative investments, it’s critical to sort through the complexity.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
What if instead of buying that vacation home, you invested the money?
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?