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

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

More Calculators →

Newsletters

The Land of Income Mobility

In America, just about anyone who is dissatisfied with his income has the opportunity to roll up his sleeves and move into a different income bracket.

Life Lessons

Research shows that most people who own life insurance may not have adequate coverage. The real problem is that many of these people may not find out that they lack the proper coverage until it's too late.

Should You Found a Foundation?

If you want to control how and where your donations are used, create an entity that has the potential to last for generations, and unite family members behind a worthy cause — and don’t mind some fairly strict paperwork requirements — this type of organization might be worth considering.

Protect Your Downside

When the economy takes a turn for the worse, bond mutual funds offer investors a chance to diversify their holdings and dampen risk.

More Newsletters →