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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

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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

A Living Trust Primer

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

A Brief History of Estate Taxes

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

Pay Yourself First

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

 

Strategies For Managing Student Loan Debt

Five strategies for managing your student debt.

The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

Should You Borrow from Your 401(k)?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

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What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

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Tax Management Strategies

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

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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.

An Inside Look at Retirement Living

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

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Should I Invest In REITs?

Are Real Estate Investment Trusts right for your portfolio?

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

A Fruitful Retirement: Your Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

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