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
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
18 Years Worth of Days
The average retirement lasts for 18 years. What will you do with your days?
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Healthcare Costs That Catch Retirees Off Guard
An article on three healthcare costs that often catch retirees off guard.
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Roth IRA for Kids
Learn about the benefits and requirements of opening a Roth IRA for kids.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
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Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
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Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
The Business Cycle
How will you weather the ups and downs of the business cycle?
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.
Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.