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PRB Wealth Management

 

An Overview from our President PRB’s Approach to Corporate Retirement Plans The Cycle of Investing

Our Services

Review our three core services, Financial Planning, Risk Management, and Corporate Benefits by hovering over the three crystals to the left.

Review our three core services, Financial Planning, Risk Management, and Corporate Benefits by tapping the three crystals above.

Financial Planning

  • Asset Management
  • Estate Planning
  • Retirement Planning
  • Educational Planning

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Risk Management

  • Life Insurance
  • Disability Income Insurance
  • Long Term Care Insurance
  • Annuities

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Corporate Benefits

  • Corporate Retirement Plans
  • Group Health Benefits
  • Executive Benefits
  • Ancillary Group Insurance

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Helpful Content

Your Changing Definition of Risk in Retirement

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

Bitcoin 101

Bitcoin 101

Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.

What You Should Do About Insurance Following a Divorce

What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.

 

How Stocks Work

Understanding how a stock works is key to understanding your investments.

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence.

Inventorying Your Possessions

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

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Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Protecting Those Who Matter Most

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

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

An Inside Look at Retirement Living

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

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.

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The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

Women and Retirement

Women are great at multi-tasking. But many drop the ball when it comes to preparing for retirement.

From Boats to Brokers

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

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

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