Keeping You Informed 

Herr Capital Management welcomes Josephine Mueller & Daniel Summer, Public Affairs Specialists from the Social Security Administration. They will present "Social Security 101: Everything you wanted to know." When are you eligible to receive retirement benefits? How does early retirement affect your benefits? Do you qualify for disability, survivors and spouse benefits? How do you get the most from your benefit? What is the future of Social Security? When should you file for Medicare? Learn how to use 'My Social Security' online account and online services. Please visit www.socialsecurity.gov/myaccount to create your account and print your Social Security Statement BEFORE attending the workshop

Join us for a complimentary webinar on Understanding Private Equity. We’ll discuss the following questions: What is private equity? How does private equity work? Why consider private equity as an investment? What opportunities does private equity offer? Who can access private equity markets?

Join us for a discussion about your path to retirement. We’ll focus on important factors when making decisions for your 401(k), 403(b), IRAs and other accounts earmarked for retirement. We'll evaluate risks, time frames, contributions, tax issues and investments. We'll also discuss the importance of creating a disciplined investment strategy.

Watch the Replay! 2021 has been a busy year for lawmakers. 2022 could bring historic changes in our federal tax and spending packages. Join us in this discussion of the top tax questions for 2022.

Sometimes financial priorities get lost in the shuffle of everyday life — particularly now as caregiving and healthcare concerns are top of mind. But, women have some additional considerations that come into play when planning and saving for the future.

Watch our discussion from our September Lunch & Learn Series on protecting your wealth. Over the years you have attained wealth – equity in your home, your retirement savings, your investment account and other assets. What would happen if the unthinkable happened? We’ll explore some potential ways you can safeguard your wealth.

Join us for an in-depth discussion around planning for health care in retirement. With more baby boomers retiring and living longer, the need to plan for and fund health-care expenses in retirement is growing rapidly. We will examine the challenges retirees face, delve into the key components of retiree health care such as Medicare and long-term care, and discuss planning considerations as you enter retirement.

Does covid impact my ability to file a life insurance death claim? How has covid impact life insurance? We ask our go-to expert, Rochelle Whelan to share her thoughts.

What is Inflation? Here is a quick overview to help you understand the value of money over time.

Wealth 360 is filled with features that allow you to take control of your financial life....and its complimentary for clients of Herr Capital Management, LLC