The partners and the team at RMR Wealth Builders are glad you are here — and we invite you to stay a while. We’d like you to know our family better, understand our philosophy, our principles and our passions. You will discover that creating a lifetime of memories and enduring client relationships is one of our passions as well as our mission.
Our Mission Statement
RMR Wealth Builders, a well established independent financial organization, focuses on creating investments and wealth management solutions for individuals and families, charities, foundations, pension plans and businesses. We have a longterm “culture of success” and enduring client relationships built upon our principles of:
Integrity • Honesty • Diligence • Service • Responsibility • Accountability • Values • Ethics
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Don't let procrastination keep you from pursuing your financial dreams and goals.
An inside look at how marginal income tax brackets work.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
How to help determine life insurance needs to provide for your family after you pass away.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how much you have the potential to earn during your working years.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
There are nearly 1,200 ETFs available. Should you invest in them?
When do you need a will? The answer is easy: right now.
Have you explored all of your choices when it comes to managing your taxable income?
Smart investors take the time to separate emotion from fact.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.