Econ Wealth Management

Planning financial strategies to help achieve the goals and dreams of our client

In today's global economy, investing has become more complex.  Investors, faced with an abundance of choices, are demanding expertise, unbiased advice and adherence to the highest ethical standards.  If you're looking for a trusted advisor to help you make informed decisions in a rapidly evolving marketplace, consider what Econ Wealth Management can offer.

"A recommendation from a client is a tremendous compliment and a huge responsibility that can never be taken lightly."
Calculators

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

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Newsletters

An Extra Layer of Protection

Umbrella liability insurance can help protect a family from the financial ruin that a civil liability trial could bring.

Note to Self: Check Beneficiary Designations

Outdated beneficiary forms have the potential to cause needless grief and hardship for surviving loved ones who are your intended heirs.

Ready or Not, You're Retired!

In 2009, 47% of retirees left the workforce earlier than they expected.

Variable Annuities Add Guarantees

Investors who would rather not choose between a guaranteed income and above-average investment gains may want to consider variable annuities with living benefit guarantees.

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