Whether the business climate is foggy or bright, today’s successful business owners and professional practices need appropriate insurance coverage, quality retirement and benefit plans, and even personal retirement and estate planning.
Richard E. Zacharoff & Associates can help you set your course – by addressing your financial needs and those of your employees. We have advised hundreds of business owners and professionals on strategies to meet their goals, maintain their capital, and strengthen their financial security since 1974.
Nearly 100% of our clients represent referrals and repeat business, reflecting the quality of the relationships we build with successful, self-made individuals and family-owned businesses.
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
What kind of auto insurance should you have? Do you know?
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Earnings season can move markets. What is it and why is it important?
Term insurance is the simplest form of life insurance. Here's how it works.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how much income may be needed at retirement to maintain your standard of living.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Assess how many days you'll work to pay your federal tax liability.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
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 more about taxes, tax-favored investing, and tax strategies.
Around the country, attitudes about retirement are shifting.
The market is as unpredictable as the weather. We’d love to help you prepare.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
If you died, what would happen to your email archives, social profiles and online accounts?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
How do the markets usually react to elections? Was the 2016 election any different?