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.
Tax Reform: Before and After
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
An inside look at how marginal income tax brackets work.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Can you keep up with your children’s mobile slang?
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how long your retirement savings may last using various monthly cash flow rates.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator demonstrates the power of compound interest.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
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 easy to let investments accumulate like old receipts in a junk drawer.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
If you died, what would happen to your email archives, social profiles and online accounts?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
When do you need a will? The answer is easy: Right Now.