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.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Planning for Special Needs Children
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Purchasing homeowners insurance is critical for protecting your home.
Try these activities to keep your brain sharp.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator can help you estimate how much you should be saving for college.
This calculator demonstrates the power of compound interest.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
A special needs trust helps care for a special needs child when you’re gone.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Do you know these three personal finance sayings?
There are three things to consider before dipping into retirement savings to pay for college.