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

Learn More About Fross & Fross

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

Traditional vs. Roth IRA

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

Retiring the 4% Rule

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Safeguard Your Digital Estate

Safeguard Your Digital Estate

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

 

9 Facts About Social Security

There are things about Social Security that might surprise you.

Critical Estate Documents

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

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

Types of Stock Market Analysis

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

A Look at Diversification

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

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Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Capital Gains Tax Estimator

Use this calculator to estimate your income tax liability, along with average and marginal tax rates.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

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Principles of Preserving Wealth

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

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What Smart Investors Know

Smart investors take the time to separate emotion from fact.

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?”

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Your DNA Test

If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.

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