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.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
For some, the social impact of investing is just as important as the return, perhaps more important.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Determine your potential long-term care needs and how long your current assets might last.
This calculator helps estimate your federal estate tax liability.
Use this calculator to estimate your capital gains tax.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator will help determine whether you should invest funds or pay down debt.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
There’s an alarming difference between perception and reality for current and future retirees.
$1 million in a diversified portfolio could help finance part of your retirement.
What if instead of buying that home, you invested that money?
There are things you can do to keep yourself safe when you lose your wallet.
The decision whether to buy or rent a home may have long-term implications.