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BREXIT Fross Featured Video Featured In: Women and Retirement

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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Brexit - What you need to know!

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Estate Planning

Reviewing your estate plan and working with your attorney if necessary to update and modify as needed.

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Tax Planning

Working to maximize after-tax gains, minimize losses, and structuring your portfolio with your individual situation in mind.

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Investing

Develop a personalized portfolio that helps protect your assets and work towards your financial goals.

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Wealth Preservation

We strive to preserve your wealth and maintain your quality of life as you reach or continue into retirement.

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Lifestyle Planning

Help set realistic, achievable savings goals and a lifestyle to "enjoy the journey".

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Insurance Planning

We can work with you to help protect assets against financial loss due to death, disability or personal liability.

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To Buy or Not to Buy

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Countering Counterfeit Currency

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Use this calculator to estimate your capital gains tax.

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Comparing Investments

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There are a number of ways to withdraw money from a qualified retirement plan.

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A presentation about managing money: using it, saving it, and even getting credit.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Sit, Stay, Rollover: A Guide to IRA Rollovers

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The Business Cycle

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The Real Cost of a Vacation Home

What if instead of buying that home, you invested that money?

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

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