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
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Apps That Help Achieve Goals
If you find it hard to attain personal life goals, there’s an app for that!
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Even if you’re young and single, you should still consider protecting yourself.
Here are six flags that may make your tax return prime for an IRS audit.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
If you died, what would happen to your email archives, social profiles and online accounts?
Have you found yourself suddenly single? Here are 3 steps to take right now.
There are a few things to consider when buying or leasing your next vehicle.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Making the most of surprises is a great reason to work with us.