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
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
Money Draining Food Myths
These food myths will really put a drain on your wallet.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Knowing your options when a CD matures can help you make a sound investment decision.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
This calculator may help you estimate how long funds may last given regular withdrawals.
This questionnaire will help determine your tolerance for investment risk.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator can help you estimate how much you may need to save for retirement.
This calculator helps estimate your federal estate tax liability.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead?
Do you have causes that you want to support with donations? Here are three tips.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
Have you explored all of your choices when it comes to managing your taxable income?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.