Pros·per·i·ty :

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

Herr Capital Managment is dedicated to helping our clients acheive their own definition of "Prosperity".  We specialize in helping those in employment transition and the Boomer Generation to make sound financial and retirement planning decisions.  We guide you through the complex financial and emotional decisions that 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/weath transfer) 

     Dedicated to helping you achieve prosperity.

     

     

    Learn about our Comprehensive Financial Planning process. (Video 2 min.)

    Sign in to Your: "Prosperity Path™"

    Financial Planning - Helping you see the big picture

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

 
Calculators

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

Car Affordability

How much can you afford to pay for a car?

Lease Interest

What's the interest rate on the lease you're considering?

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

More Calculators →

Newsletters

Testing Your Liability Limits

This quiz tests the reader’s understanding of personal liability.

HOT TOPIC: Michael Jackson's Eccentricities Did Not Extend to His Estate Plan

Critics are calling Michael Jackson's estate plan a hit. What did the King of Pop do right?

Patching the Alternative Minimum Tax

The future of the AMT is uncertain, yet it is important to consider the possible effects of the AMT on your tax situation.

HOT TOPIC: What's Ahead for 2010?

Economists expect the economy to grow by a respectable 3% in 2010, but they don't hold out much hope for the employment situation. What else can investors and consumers expect from the coming year?

More Newsletters →