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.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
The item most homeowners forget on their home improvement project checklist is insurance.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Learn about the latest sport to sweep the nation with this informative article.
Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to assess the potential benefits of a home mortgage deduction.
How federal estate taxes work, plus estate management documents and tactics.
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.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
For women, retirement strategy is a long race. It’s helpful to know the route.
Here’s a crash course on saving for college.
Even low inflation rates can pose a threat to investment returns.
Bucket lists don’t have to be for tomorrow.
Learn about what risk tolerance really means in this helpful and insightful video.
$1 million in a diversified portfolio could help finance part of your retirement.