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.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Understanding Homeowner’s Insurance
Purchasing homeowners insurance is critical for protecting your home.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Couples may be able to head off many of the problems in a marriage that money can cause.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
When should you take your Social Security benefit?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Here’s a crash course on saving for college.
What is your plan for health care during retirement?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
A special needs trust helps care for a special needs child when you’re gone.