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

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Federal Income Tax

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College Funding

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IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

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Newsletters

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.

Dispelling Umbrella Insurance Myths

Many people may think their chances of being hit with a multimillion-dollar lawsuit are fairly slim. Besides, wouldn't the liability coverage on their homeowners and auto insurance policies be enough to protect them against a claim or a lawsuit? Unfortunately, there are misconceptions about umbrella liability insurance that could cause someone to be underinsured.

HOT TOPIC: Will Federal Reserve Tactics Help the Ailing U.S. Economy?

This article looks at policy tools that the Federal Reserve has used in the past and may use going forward in its attempts to spur economic growth. It also explains the possible implications of a long-term, low-interest-rate environment for investors, savers, and retirees.

Do You Have Enough Disability Coverage

Disability can affect anyone without notice, and a well-paid professional in the midst of a productive career has much to lose if he or she suffers a medical problem and is unable to work. But there are ways that high earners can expand their coverage and help ensure that their income, assets, and lifestyle are not at risk from a potential disability.

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