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.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
U.S. Personal Savings Rate
What can be learned from the savings rate?
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Here are six flags that may make your tax return prime for an IRS audit.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Here's a breakdown of how the federal government spends your tax money.
Your credit score may influence how much you pay for auto and home insurance.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Estimate how much you have the potential to earn during your working years.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator will help determine whether you should invest funds or pay down debt.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
There are three things to consider before dipping into retirement savings to pay for college.
Smart investors take the time to separate emotion from fact.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Here’s a quick guide to checking to see if you have unclaimed money.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
What if instead of buying that vacation home, you invested the money?