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.
Certified Financial Planner (CFP®)
Enrolled Tax Agent
Bursting the Bubble
Tulips were the first, but won’t be the last. What forms a “bubble” and what causes them to burst?
When Do You Need a Will?
When do you need a will? The answer is easy: right now.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Calculating your potential Social Security benefit is a three-step process.
There are ways to improve your physical fitness without denting your fiscal fitness.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
For homeowners who think their property taxes are too high, there are ways to appeal.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Here are some simple and inexpensive energy-saving tips that may help you save money.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
With alternative investments, it’s critical to sort through the complexity.
Learn how to harness the power of compound interest for your investments.
Recent changes in estate tax laws could affect the strategy you have in place.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Have you explored all of your choices when it comes to managing your taxable income?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.