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
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
Don't let procrastination keep you from pursuing your financial dreams and goals.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Assess whether you are running “in the black” or “in the red” each month.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to estimate your capital gains tax.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
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.
Principles that can help create a portfolio designed to pursue investment goals.
Are you ready for retirement? Here are five words you should consider.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Women must be ready to spend, on average, more years in retirement than men.
Do you know these three personal finance sayings?
It’s never a bad time to speak with your financial advisor about changes in your situation.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.