Broker Check
Preparing For the Ultimate Vacation Don't Buy The Hype A New Way to Look at Your Bucket List Surprise! You’ve Got Money!
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


Helpful Content

Social Security: By the Numbers

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

What to Look for in Personal Finance Apps

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

A Fruitful Retirement: Social Security Benefit

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

 

Protecting Your Home Against Flood Loss

Protect yourself against the damage that your homeowners policy doesn’t cover.

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

How Insurance Deductibles Work

Knowing how insurance deductibles work can help you save money and give you peace of mind.

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?

Strategies For Managing Student Loan Debt

Five strategies for managing your student debt.

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

View all articles arrow

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.

View all calculators arrow

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

View all presentations arrow

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

Exit Strategies of the Rich and Famous

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

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

Saving for College 101

Here’s a crash course on saving for college.

View all videos arrow