Broker Check

15435 Gleneagle Drive
Suite 105
Colorado Springs, CO 80921

Kirby Zeller, AIF® Accredited Investment Fiduciary

(719) 481-3738

 
Leaving Your Lasting Legacy Questions to Consider When Buying a Vacation Home Dog Bites and Homeowners Insurance Finding the Balance

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.

Helpful Content

Tax Freedom Day

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Where Will Your Retirement Money Come From?

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

Should I Pay Off Debt or Invest?

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

 

Yours, Mine, and Ours: Estate Strategies for Second Marriage

Second marriages are a trigger event to revisit any existing estate strategies.

The Cost of Medical Care

Learn about the risks of not having health insurance in this informative article.

What to Look for in an Extended-Care Policy

Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.

How Income Taxes Work

A quick look at how federal income taxes work.

Silver Sneakers 101

Medicare’s popular program, offering free gym membership and health education.

A Cheat Sheet for Sending Your Kid to College

Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.

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Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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The Business Cycle

How will you weather the ups and downs of the business cycle?

When Markets React

When markets shift, experienced investors stick to their strategy.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

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