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.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Should You Borrow from Your 401(k)?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Military families face unique challenges, making personal finance even more critical.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Four vacation destinations you might never have thought of.
Retirees traveling abroad need to know that their health insurance travels with them.
Your credit score may influence how much you pay for auto and home insurance.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to estimate your capital gains tax.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Assess whether you are running “in the black” or “in the red” each month.
This questionnaire will help determine your tolerance for investment risk.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Are you ready for retirement? Here are five words you should consider.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Agent Jane Bond is on the case, cracking the code on bonds.
Pundits say a lot of things about the markets. Let's see if you can keep up.