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.
TIPS for Inflation
If you are concerned about inflation—and expect short-term interest rates may increase—TIPS could be worth considering.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
How long does a $20 bill last?
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
It's important to understand how inflation is reported and how it can affect investments.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Understanding the types of long-term-care services—and what those services could cost—may be critical.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator demonstrates the power of compound interest.
Determine your potential long-term care needs and how long your current assets might last.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Recent changes in estate tax laws could affect the strategy you have in place.
There’s an alarming difference between perception and reality for current and future retirees.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Why are 401(k) plans, annuities, and IRAs so popular?