Broker Check
Bridging the Confidence Gap Tuning Your Social Security Benefit Saving for College 101 The Latte Lie and Other Myths

Our Mission

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

Informed Investor Logo

Communication is an essential element of our relationship with our clients. RMR periodically distributes a publication, The Informed Investor, highlighting the latest market news and happenings around the firm.

Helpful Content

Protecting Your Business from the Loss of a Key Person

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

What Our Kids Can Teach us About Saving Money

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

Alternative Investments - Going Mainstream

Alternative Investments - Going Mainstream

Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.

 

Does Your Child Need to File an Income Tax Return?

When your child has income, there’s a good chance that he or she will need to report it and pay taxes.

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

Retiree Health Care Coverage Overseas

Retirees traveling abroad need to know that their health insurance travels with them.

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence.

View all articles arrow

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Doubling Your Money

This calculator demonstrates the power of compound interest.

View all calculators arrow

Protecting Those Who Matter Most

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

5 Smart Investing Strategies

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

An Inside Look at Retirement Living

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

View all presentations arrow

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

View all videos arrow