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
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.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
Tax Reform: Before and After
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
View all articles 
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
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.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
View all calculators
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
View all presentations
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Stay Safe with a B.O.P. At Your Back
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.