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 financial organization, focuses on creating investment and wealth management solutions for individuals and families, charities, foundations, pension plans and businesses. Our mission is to cultivate a long-term “culture of success” and enduring client relationships built upon our principles of:
Integrity • Honesty • Diligence • Service • Responsibility • Accountability • Values • Ethics
By Patrick Dougall Today, educational standards are defined by a government introduced curriculum called “Common Core”. Common Core is an educational initiative in the United States that details a standard of what K-12...
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
Bonds may outperform stocks one year only to have stocks rebound the next.
What can be learned from the savings rate?
As our nation ages, many Americans are turning their attention to caring for aging parents.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
It's important to make sure your retirement strategy anticipates health-care expenses.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Assess whether you are running “in the black” or “in the red” each month.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate your monthly and annual income from various IRA types.
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.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
Learn how to harness the power of compound interest for your investments.
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
Recent changes in estate tax laws could affect the strategy you have in place.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
$1 million in a diversified portfolio could help finance part of your retirement.
Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.