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
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.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
Reviewing Your Life Insurance Needs
Learn how the review process works and how it may help you better understand your Life Insurance.
Retirement Plan Choices for Small Businesses
Retirement choices can feel intimidating. Choosing the right strategy can make all the difference.
Managing an Inheritance
A windfall from a loved one can be both rewarding and complicated.
The Three Keys to a Great Password
Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
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How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
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.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
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Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
Rightsizing for Retirement
What does your home really cost?
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?