As we continue to monitor the rapidly evolving situation around COVID-19, our first thought is for the safety and well-being of our clients, community, friends and families. Our office will be temporarily closed to all visitors until further notice. We will continue working normal business hours and serving you during this time. We appreciate your patience and understanding.
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.
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Helpful Content
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Saving for College 101
Here’s a crash course on saving for college.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
Directors and Officers Liability Insurance
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
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Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
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5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
A New Way to Look at Your Bucket List
That big list of dreams and goals isn't the only way to look at your bucket list.