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
Helpful Content
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Protecting Your Home Against Flood Loss
Protect yourself against the damage that your homeowners policy doesn’t cover.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Financial Aid for Students 101
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
Ways to Supplement Your Medicare Coverage
There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.
4 Steps to Protecting a Child with Disabilities
Planning for a child with special needs can be complicated, confusing, and even overwhelming.
Asset Allocation
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
The Basics of Medicare
Learn all about Medicare basics in this informative and insightful article.
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
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Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
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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Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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Saving for College 101
Here’s a crash course on saving for college.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Retiring in a Post-Pandemic World
Imagine your ideal post-pandemic retirement with this animated video.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?