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
Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.
Social Security: The \$64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
An inside look at how marginal income tax brackets work.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Here's a breakdown of how the federal government spends your tax money.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Tips to avoid checking in luggage on your next vacation.
An increasing number have been developed to help individuals with their personal finances.
Determine your potential long-term care needs and how long your current assets might last.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to estimate your capital gains tax.
This calculator will help determine whether you should invest funds or pay down debt.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
It's easy to let investments accumulate like old receipts in a junk drawer.
Why are 401(k) plans, annuities, and IRAs so popular?
Around the country, attitudes about retirement are shifting.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.