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.
Do You Feel Lucky?
Recent changes in estate tax laws could affect the strategy you have in place.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Is your estate in order? This short quiz may help you assess your overall strategy.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Assess whether you are running “in the black” or “in the red” each month.
A presentation about managing money: using it, saving it, and even getting credit.
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.
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
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
$1 million in a diversified portfolio could help finance part of your retirement.
The decision whether to buy or rent a home may have long-term implications.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.