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ASK HOW at Erman Retirement Advisory 

For over 30 years, Erman Retirement Advisory has been making a meaningful and positive difference in the lives of hundreds our clients and their families with all their financial and retirement planning needs. We pride ourselves in helping many working professionals prepare for their transition into retirement. We help ensure our retirees have a robust financial plan to invest their money to avoid outliving their retirement income and savings.

Learn more about our firm, our qualifications, and be sure to read the top 5 reasons why clients choose to work with us.

To schedule a financial consultation and see how you can benefit from our services, call us today at (866) 827-5469 or e-mail us at AskHow@ErmanRetirementAdvisory.com. 


Howard Erman
President & Founder
Certified Financial Planner (CFP®)
Enrolled Tax Agent


 

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Monthly Social Security payments differ substantially depending on when you start receiving benefits.

Should You Invest in Exchange Traded Funds?

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There are nearly 1,200 ETFs available. Should you invest in them?

Keys to Investing for Retirement

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There are some key concepts to understand when investing for retirement.

 

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

The ABCs of Zero Coupon Bonds

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All Muni Bonds Are Not Created Equal

Gaining a better understanding of municipal bonds makes more sense than ever.

A Decision Not Made Is Still a Decision

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A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

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Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

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A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Long-Term-Care Protection Strategies

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Keys to Investing for Retirement

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Protecting Those Who Matter Most

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Principles of Preserving Wealth

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There are some smart strategies that may help you pursue your investment objectives

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Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Making Your Tax Bracket Work

Have you explored all of your choices when it comes to managing your taxable income?

Rightsizing for Retirement

What does your home really cost?

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Raise Your Retirement Income

Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.

When Do You Need a Will?

When do you need a will? The answer is easy: right now.

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