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.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
What’s the hottest table in economy town? Need a hint? Check the Personal Income and Spending Report
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
One way to find money is to examine your current spending habits and eliminate money wasters.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Are women prepared for a 20-year retirement?
For homeowners who think their property taxes are too high, there are ways to appeal.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator helps estimate your federal estate tax liability.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator will help determine whether you should invest funds or pay down debt.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
The decision whether to buy or rent a home may have long-term implications.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
It's easy to let investments accumulate like old receipts in a junk drawer.
What is your plan for health care during retirement?
Learn why protecting your student loan payments is an important aspect of your income protection strategy.
Understanding the cycle of investing may help you avoid easy pitfalls.