Welcome to Fross & Fross Wealth Management
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.Learn More
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
There are four very good reasons to start investing. Do you know what they are?
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
This worksheet can help you estimate the costs of a four-year college program.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
This calculator can help determine whether it makes sense to refinance your mortgage.
Assess how many days you'll work to pay your federal tax liability.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Determine your potential long-term care needs and how long your current assets might last.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
It’s never a bad time to speak with your financial advisor about changes in your situation.
There are hundreds of ETFs available. Should you invest in them?
What if instead of buying that vacation home, you invested the money?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
The market is as unpredictable as the weather. We’d love to help you prepare.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.