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 strive to cultivate a longterm “culture of success” and enduring client relationships built upon our principles of:
Integrity • Honesty • Diligence • Service • Responsibility • Accountability • Values • Ethics
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
What kind of auto insurance should you have? Do you know?
Don't let procrastination keep you from pursuing your financial dreams and goals.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
The federal government requires deceased individuals to file a final income tax return.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate your monthly and annual income from various IRA types.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This questionnaire will help determine your tolerance for investment risk.
There are a number of ways to withdraw money from a qualified retirement plan.
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.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
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?”
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
What if instead of buying that vacation home, you invested the money?
Recent changes in estate tax laws could affect the strategy you have in place.
If you died, what would happen to your email archives, social profiles and online accounts?