Private Wealth Management For Select Individuals
At Fross and Fross, we understand that retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs.
Because over ninety percent of our clients are retirees with similar concerns, we are in an advantageous position to approach such challenges with experience and skill.
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Reviewing your estate plan and working with your attorney if necessary to update and modify as needed.
Working to maximize after-tax gains, minimize losses, and structuring your portfolio with your individual situation in mind.
Develop a personalized portfolio that helps protect your assets and work towards your financial goals.
We strive to preserve your wealth and maintain your quality of life as you reach or continue into retirement.
Help set realistic, achievable savings goals and a lifestyle to "enjoy the journey".
We can work with you to help protect assets against financial loss due to death, disability or personal liability.
Acres of Diamonds
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
Making Your Tax Bracket Work
Have you explored all of your choices when it comes to managing your taxable income?
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
For many, retirement includes contributing their time and talents to an organization in need.
It's important to understand how inflation is reported and how it can affect investments.
There are things about Social Security that might surprise you.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate your monthly and annual income from various IRA types.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares the financial impact of leasing versus buying an automobile.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Agent Jane Bond is on the case, covering how bond laddering works.
There are things you can do to keep yourself safe when you lose your wallet.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Three things to consider before dipping into retirement savings to pay for college.