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
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Probate can be a completely public process, or it can be managed to include as little information as possible.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
A change in your mindset during retirement may drive changes to your portfolio.
It may help your business be better prepared in the event of the death of a principal or key employee.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator helps estimate your federal estate tax liability.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator demonstrates the power of compound interest.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Pundits say a lot of things about the markets. Let's see if you can keep up.
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.
With alternative investments, it’s critical to sort through the complexity.
Are you ready for retirement? Here are five words you should consider.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.