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 Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.
Knowing the rules may help you decide when to start benefits.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
There are things about Social Security that might surprise you.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This questionnaire will help determine your tolerance for investment risk.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator demonstrates the power of compound interest.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
Have you explored all of your choices when it comes to managing your taxable income?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Estate conservation is too important to put off. Do you have a smart exit strategy?
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.
Understanding the cycle of investing may help you avoid easy pitfalls.