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How to Bake a Pie-R-A Forecast Retirement Redefined Acres of Diamonds

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PRB Wealth Management is committed to your well-being.

Watch an Overview from our President

Welcome to PRB Wealth Management

PRB Wealth Management has earned its reputation as a leader in Financial Planning, Risk Management, and Corporate Benefits by creating financial strategies that achieve results through a forward thinking approach. It’s the harnessing of exceptional resources and information that gives our clients the appropriate financial choices.

As the financial world evolves, as laws and regulations change, we put knowledgeable professionals on your team to act in your best interest. An ongoing relationship with PRB Wealth Management will result in the great sense of security that comes with dedicated personal service.

Learn More

Corporate Benefits Six Step Strategy

Welcome to PRB Wealth Management

PRB Wealth Management has earned its reputation as a leader in Financial Planning, Risk Management, and Corporate Benefits by creating financial strategies that achieve results through a forward thinking approach. It’s the harnessing of exceptional resources and information that gives our clients the appropriate financial choices.

As the financial world evolves, as laws and regulations change, we put knowledgeable professionals on your team to act in your best interest. An ongoing relationship with PRB Wealth Management will result in the great sense of security that comes with dedicated personal service.

Learn More

Corporate Benefits Six Step Strategy

Helpful Content

Yours, Mine and Ours: Estate Strategies for Second Marriages

Yours, Mine and Ours: Estate Strategies for Second Marriages

Second marriages are a trigger event to revisit any existing estate strategies.

The Cost of Procrastination

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Changing Unhealthy Behaviors

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

 

Money Draining Food Myths

These food myths will really put a drain on your wallet.

A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.

Fallen Tree Damage—Who Pays?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

Crowdfunding—Capital for the 21st Century

Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.

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Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Taxable vs. Tax-Deferred Savings

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

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Long-Term-Care Protection Strategies

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

Your Cash Flow Statement

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

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.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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Let's Chat

It’s never a bad time to speak with your financial advisor about changes in your situation.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

From Boats to Brokers

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

Perception vs. Reality

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

The Business Cycle

How will you weather the ups and downs of the business cycle?

What Our Kids Can Teach us About Saving Money

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

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