“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.
What Is an Annuity?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Best Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
A change in your mindset during retirement may drive changes to your portfolio.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
What can be learned from the savings rate?
Knowing your options when a CD matures can help you make a sound investment decision.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to estimate your income tax liability, along with average and marginal tax rates.
This calculator may help you estimate how long funds may last given regular withdrawals.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
How will you weather the ups and downs of the business cycle?
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
With alternative investments, it’s critical to sort through the complexity.
The decision whether to buy or rent a home may have long-term implications.
There’s an alarming difference between perception and reality for current and future retirees.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.