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Featured In: Fross Featured Videos Is Fross & Fross Right for You? Women and Retirement

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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.

 

Estate Planning

Reviewing your estate plan and working with your attorney if necessary to update and modeify 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 fincnaial loss due to death, disability or personal liability.

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Helpful Content

Estate Management Checklist

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

To Buy or Not to Buy

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

What Can a Million Dollars Buy You?

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

 

9 Facts About Social Security

There are things about Social Security that might surprise you.

Value vs. Growth Investing

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

Types of Stock Market Analysis

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

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Comparing Investments

Estimate the potential capital gains taxes due on your transactions.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

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Principles of Preserving Wealth

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

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Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Will You Pay the AMT?

Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Raise Your Retirement Income

Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.

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