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
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
What Is a Stretch IRA?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
View all articles
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
View all calculators
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
View all presentations
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Making Your Tax Bracket Work
Have you explored all of your choices when it comes to managing your taxable income?
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.