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.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Assess whether you are running “in the black” or “in the red” each month.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to estimate your income tax liability along with average and marginal tax 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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
There are three things to consider before dipping into retirement savings to pay for college.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.