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.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Is your estate in order? This short quiz may help you assess your overall strategy.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Understanding the economy's cycles can help put current business conditions in better perspective.
Bonds may outperform stocks one year only to have stocks rebound the next.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
$1 million in a diversified portfolio could help finance part of your retirement.
Recent changes in estate tax laws could affect the strategy you have in place.
The decision whether to buy or rent a home may have long-term implications.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.