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WELCOME

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

RMR News 

July 14, 2014
The Realities of Common Core By Patrick Dougall Read More >>

JANUARY 22, 2014
RMR Wealth Builders launch a new site for 2014.Read More >>

 

Helpful Content

Budget Check Up: Tax Time Is the Right Time

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

Spotting Credit Trouble

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

All Muni Bonds Are Not Created Equal

All Muni Bonds Are Not Created Equal

Gaining a better understanding of municipal bonds makes more sense than ever.

 

What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

The Ivory Tower Changes Wall Street

Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

Critical Estate Documents

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

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

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Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Women and Retirement

Women are great at multi-tasking. But many drop the ball when preparing for retirement.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

Should You Invest in Exchange Traded Funds?

There are nearly 1,200 ETFs available. Should you invest in them?

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