Built With Your Financial Objectives in Mind
We are all on a journey through life, carefully planning and working hard to create a legacy and future we can be proud of. You have spent years saving and dreaming of reaping the rewards of a life well spent.
The road of life comes with challenges and critical decisions that can impact your retirement goals. How much savings is enough to retire on? Will I have enough income to last my lifetime? What about the effects of Social Security and health care costs during retirement?
At Hermsen Wealth Management, our team has the answers. Let us show you how to navigate the future to make sure you stay on the right path.
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Helpful Content
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
FIRE Retirement
This short, informative article teaches the basics of the FIRE movement.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
Building Your Legacy
A four-step framework for building a personal legacy.
Managing the Risk of Outliving Your Money
Steps to help you sustain and grow your retirement savings.
Retirement Questions That Have Nothing to Do With Money
Things to consider before retirement.
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Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
18 Years’ Worth of Days
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?