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
Find That Lost Retirement Account
With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Choose Your Own Retirement Adventure
Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?
Retiring Wild: National Parks and You
Get ready to enjoy America’s national park system with this helpful article.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Healthcare Costs in Retirement
Without a solid approach, healthcare expenses may add up quickly and potentially alter your spending.
Your Social Security Roadmap
Help clients navigate their Social Security claiming decisions with our interactive roadmap.
The Sequence of Returns
A look at how variable rates of return impact investors over time.
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Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
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 My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
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What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.