The Investment Center of Erie

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Experience The Investment Center of Erie

Our goal at The Investment Center of Erie is to be your most trusted advisor providing personalized financial planning and wealth management services, while maintaining a commitment to excellence in serving you. Whether you’re an investor just starting your career or are nearing retirement — we can help you address your most pressing money questions. Our first priority is your overall financial success.

At The Investment Center of Erie, we want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success. With our extensive resources and comprehensive wealth management services, we can help keep you moving forward through each stage of your wealth management plan.  We function in a totally unbiased atmosphere where the only factor in our decision-making is what is best for you.

Helpful Content

How to Retire Early

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

The Five Basics of Financial Literacy

The Five Basics of Financial Literacy

How literate are you when it comes to your finances? Brush up with these five basics.

Understanding Marginal Income Tax Brackets

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

 

Apps That Help Achieve Goals

If you find it hard to attain personal life goals, there’s an app for that!

New Trends Redefine Travel

The latest trends in travel reflect a rich menu of exciting new possibilities.

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

Creative Ways to Motivate Your Employees

Five creative (and inexpensive) ideas for motivating your employees.

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Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

The Business Cycle

How will you weather the ups and downs of the business cycle?

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

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