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
Interest Rates: How Low Can They Go?
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
How Income Taxes Work
A quick look at how federal income taxes work.
However exciting retiring abroad may sound, it deserves considerable planning.
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
To choose a plan, it’s important to ask yourself four key questions.
This calculator helps estimate your federal estate tax liability.
This calculator demonstrates the power of compound interest.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator may help you estimate how long funds may last given regular withdrawals.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator can help you estimate how much you should be saving for college.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Do you have causes that you want to support with donations? Here are three tips.
Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
What does your home really cost?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.