“We must adjust to changing times and still hold to unchanging principles.”
Despite all of the developments around us, the ups and downs of the markets, the unchangeable fact is the constant need for transparency, responsibility, and accountability.
We at PRB Wealth Management pride ourselves on integrity.
As independent financial professionals, we value discretion and care, and reflect it in our service every day – you can depend on it.
We look forward to working with you.
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
To choose a plan, it’s important to ask yourself four key questions.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Simple steps may help you foil hackers and protect your privacy.
An inside look at how marginal income tax brackets work.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how much of your Social Security benefit may be considered taxable.
Assess how many days you'll work in 2012 to pay federal tax liability.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator will help determine whether you should invest funds or pay down debt.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
The decision whether to buy or rent a home may have long-term implications.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Are you ready for retirement? Here are five words you should consider.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Why are 401(k) plans, annuities, and IRAs so popular?