Peller Wealth Management

Is your household's inflation rate higher than the national average?

Inflation & Retirement Estimate how much income may be needed at retirement to maintain your standard of living.

Your home mortgage interest may be deductible. Do you itemize your deductions?

Home Mortgage Deduction Use this calculator to assess the potential benefits of a home mortgage deduction.

How long will your retirement money last with regular withdrawals? Have you run the numbers?

A Look at Systematic Withdrawals This calculator may help you estimate how long funds may last given regular withdrawals.

Why are they made again and again? This piece helps make sense of these errors in judgement.

Navigating Retirement Pitfalls Why are they made again and again? Making sense of these errors in judgement.

Check out this video on taxes.

The Facts About Income Tax Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Stocks ended a volatile fourth quarter with a slight gain, helping to repair some of the damage since the beginning of the year. Read more to dive into the details of how the final quarter of 2022 ended.

Quarterly Market Insights | Q4 2022 Quarterly Market Insights | Q4 2022 U.S. Markets Stocks ended a volatile fourth quarter with a slight gain, which helped repair some of the damage since the beginning of the year. For much of the quarter, sentiment was boosted by stronger-than-expected earnings, a deceleration in inflation, and a gr...

Where there's a will there's a way. Don't leave your estate unattended—update your documents.

Critical Estate Documents Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Is your retirement portfolio subject to “sequence of returns” danger?

Retirement Income and the Traditional Portfolio Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

Learn more about whether you need to pay estimated taxes.

You May Need to Make Estimated Tax Payments If… Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

Social host laws may make you responsible for underage drinking in your home, even if you are away.

Teen Drinking and Your Liability Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.

Where will your retirement income come from? Do you know all the choices available?

Roth 401(k) vs. Traditional 401(k) This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Your ideal may differ from reality, but we can work together to better align the two.

RE: Retirement How does your ideal retirement differ from reality, and what can we do to better align the two?

Is there a role for both active and passive investments in your portfolio?

The Great Debate Continues: Active vs. Passive In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

Do you really understand how your homeowners insurance works?

Understanding Homeowners Insurance Purchasing homeowners insurance is critical for protecting your home.

Even the most seasoned investors are prone to biases affecting their financial choices. Learn more in this message.

Do Our Biases Affect Our Financial Choices? Even the most seasoned investors have biases affecting their financial choices.

Tax freedom day: the day you begin earning money for yourself.

Tax Freedom Day Assess how many days you'll work to pay your federal tax liability.

Are you planning to work after taking Social Security benefits? Know the rules.

How Will Working Affect Social Security Benefits? Knowing the rules may help you decide when to start benefits.

Health-care coverage (including Medicare) typically does not cover extended medical care.

Money that Buys Good Health is Never Ill Spent It's important to make sure your retirement strategy anticipates health-care expenses.

Stocks surged higher in November on rising optimism that the Fed would slow down future interest rate hikes. Will we see a change in December?

Monthly Market Insights | December 2022 Monthly Market Insights | December 2022 U.S. Markets Stocks surged higher in November on rising optimism that the Fed would slow down future interest rate hikes. The Dow Jones Industrial Average gained 5.67 percent, while the Standard & Poor’s 500 Index picked up 5.38 percent. The tech-heavy Nasda...

The federal estate tax exemption sunsets in 2025. Learn more about what to do to make the most of the higher threshold. Read more now.

Are You Prepared for an Estate Tax Sunset? The federal estate tax exemption sunsets in 2025. Learn more about what to do to make the most of the higher threshold.

Compare your taxable investment to a tax-deferred one. The results may surprise you.

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

Wall Street has a lot of cliches. How many do you know?

16 Wall Street Cliches in 60 Seconds Pundits say a lot of things about the markets. Let's see if you can keep up.

Ready to retire, but not ready to stop working? Check out this video for a fresh way to look at encore career options.

Encore Careers: Push Your Boundaries Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

Learn about Medicare’s popular program, offering retirees free gym membership and health education.

Silver Sneakers 101 Medicare’s popular program, offering free gym membership and health education.

Just entering retirement? Here's what you need to know.

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

Compound interest can dramatically impact the future growth of your assets. Learn more.

How Compound Interest Works Use this calculator to better see the potential impact of compound interest on an asset.

Consider preparing for 30 years in retirement. Are your assets ready?

Potential Income from an IRA Estimate your monthly and annual income from various IRA types.

Have a strategy for discussing healthcare with your parents.

Caring for Aging Parents As our nation ages, many Americans are turning their attention to caring for aging parents.

Self-employed? Learn more about your retirement plan options.

Self-Employed Retirement Plans Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Retirement is the start of your next big adventure. What type of retirement do you dream of? Read more here:

Choose Your Own Retirement Adventure Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?