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
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Money Draining Food Myths
These food myths will really put a drain on your wallet.
Emotional vs. Strategic Decisions
Information vs. instinct. Are your choices based on evidence of emotion?
Buying Auto Insurance For Teen Drivers
Tips on insuring your teen driver.
Should I Accept a Free Credit Lock?
Learn the ins and outs of credit locks, freezes, and more.
Monthly Memberships
A look as how autopay subscriptions can be a drain on your finances, especially when forgotten.
Saving Early & Letting Time Work For You
The earlier you start pursuing financial goals, the better your outcome may be.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
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How Much Do I Need To Retire?
How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
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When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
How to Bake a Pie-R-A
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
How Cash Apps Work
Peer-to-peer payment apps are one of the newest ways to send money.