Pros·per·i·ty :

the condition of being successful or thriving; especially: economic well-being.

Herr Capital Management is dedicated to helping you achieve your own definition of "Prosperity".  We offer innovative, practical unbiased financial advice and services to help you improve your quality of life.  We believe our first responsibility is to assure the integrity of your financial position within the context of your personal and family values.  We will guide you through the complex financial and emotional decisions to help you to:

  • Create and Grow Wealth;
  • Protect and Preserve Wealth;
  • Plan for the distribution of wealth during life in the most tax advantaged way. (retirement income distribution)

Plan for the distribution of wealth after death in the most tax advantage way. (estate planning/wealth transfer) 

 Dedicated to helping you achieve prosperity.

 

 

 

Prosperity Path Wealth Solution™

The Prosperity Path Wealth Solution

a comprehensive financial planning process.(Video 2 min.)

 Client Login: "Prosperity Path™"

 

 

Financial Planning - Helping you see the big picture

Learn about the value of financial planning.    (FLASH VIDEO - 3 Min.)

 

 
Calculators

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Financial IQ Test

Take this quick quiz to find out your Financial IQ

Disability Income Insurance

How much Disability Income Insurance do you need?

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

More Calculators →

Newsletters

HOT TOPIC: Could High Oil and Gas Prices Derail the Recovery?

Gas prices began the year higher than normal and increased sharply. The forecast is for prices to rise to record highs by summer. But it’s not just drivers who are feeling pain at the pump. This article will explain some possible reasons why gas prices have been rising and discuss the potential implications for consumers, businesses, and the broader U.S. economy.

Tips for Surviving the Estate Tax

The federal estate tax was reinstated retroactively to January 1, 2010, by the 2010 Tax Relief Act. However, the favorable provisions are scheduled to expire at the end of 2012, when estates exceeding $1 million could be subject to the federal levy.

HOT TOPIC: Breaking Down the Debt-Ceiling Compromise

The Budget Control Act of 2011 raised the federal debt ceiling, mandated modest but significant caps on discretionary spending over the next ten years, and left the details of larger deficit reduction to a 12 member, bipartisan “super committee.” The main provisions of the law include the assumption that higher tax rates will return in 2013.

Earning Income from Mutual Funds

More than half of working Americans are concerned that they may not have enough money to live comfortably during retirement. Although mutual funds are often thought of as a tool to build savings, they can also be used to generate income. This article examines the potential income benefits of bond funds, equity or stock income funds, and hybrid funds.

More Newsletters →