Keeping You Informed 

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

Everyone wants to be a millionaire, here are 12 ways that might help you have $1 Million by the time you reach age 65.

With rising college cost, saving early and often is more important than ever. This video covers some of the benefits of 529 college savings accounts.

Election results aren't in yet, but we have some idea of what congress might look like. While we wait for the final results, which may take days or weeks, here are our preliminary thoughts on the election and it's impact on the market.