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.
Helpful Content
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Comparing Investments
Estimate the potential capital gains taxes due on your transactions.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
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Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Capital Gains Tax Estimator
Use this calculator to estimate your income tax liability, along with average and marginal tax rates.
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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.
Your Personal Recovery
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
The U.S. Credit Downgrade
This video may help put the Standard & Poor's downgrade of the U.S. government's credit rating in perspective.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.