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.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
No Cash, No Checks, No Problem
Peer-to-peer payment apps are one of the newest ways to send money.
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
How long does a $20 bill last?
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
An inside look at how marginal income tax brackets work.
There are four very good reasons to start investing. Do you know what they are?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Assess how many days you'll work to pay your federal tax liability.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Making the most of surprises is a great reason to work with us.
There are a few things to consider when buying or leasing your next vehicle.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Here is a quick history of the Federal Reserve and an overview of what it does.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.