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Surprise! You’ve Got Money! When the Unexpected Becomes Reality RE: Retirement 18 Years Worth of Days

What Makes Us Different?

As a Wealth Management Advisor and personal financial strategist, I have been using a (w)holistic macroeconomic process to help people make efficient financial decisions since 1997.

With our Protection First philosophy (which includes a thorough evaluation of existing and potential financial risks), we help families and business owners achieve Financial Balance through the strategic integration of their insurance programs with their assets and investments - with the goal of enhancing retirement cash flow (and overall confidence), while maintaining a legacy for the people and causes they care about.

If you would like to learn more about what we do, or see how we may be able to work together to realize your financial dreams, please use the 'Have a Question' feature on this page, send us an email, or give us a call - we look forward to seeing how we can help!

Why not sign up for our monthly video newsletter while you are here - just fill in your name and email address in the form on this page - you may easily opt-out at any time, if you wish.

Thank you for visiting.

Ross B. Feldman, CFP®, CLU®, ChFC®, AEP®, RICP®, CASL®, CLTC

Wealth Management Advisor


President 
Wholistic Wealth, LLC


Helpful Content

First Things First

First Things First

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Making Sense Of A Home Warranty

Understanding the value of a home warranty.

Do You Owe The AMT?

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.

 

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

The Ivory Tower Changes Wall Street

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Countdown to College

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Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

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Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

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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.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

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