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Combining financial planning with an investment management program to give you the security you need. Let us handle your finances while you focus on what you enjoy doing most.

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Stan's World - The Bucket Approach

Submitted by S. F. Ehrlich Associates, Inc. on February 19th, 2019

February 15, 2019

Financial planning is part art and part science. The science portion relates to the use of academic studies to construct portfolios with various levels of risk that can be used to provide retirees a certain level of income for their lifetime. The art element is equally important because we deal with individuals, and each individual has unique needs, disciplines, and tolerances.

How Much Do You Have To Save For A Child's College Education

Submitted by S. F. Ehrlich Associates, Inc. on February 19th, 2019

February 15, 2019

By: John Zeltmann

While it might be logical to assume that most parents (and grandparents) would like to pay for their children’s (or grandchildren’s) college education by funding 529 plans, it’s probably even more likely that most haven’t calculated how much money they’ll need to save each year in order to do so. (The exercise is frightening, so avert your eyes if you’re an individual who scares easily.)

Traveling With Medicare: Not As Covered As You Might Think

Submitted by S. F. Ehrlich Associates, Inc. on February 19th, 2019

February 15, 2019

If you’re a senior on Medicare and you get sick while traveling abroad, let us try to help you calculate your out-of-pocket expenses should you get ill. The answer: Probably every dime you’re charged will come out of your pocket.

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Blog: Managing Your Money

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Combining financial planning with an investment management program to give you the security you need. Let us handle your finances while you focus on what you enjoy doing most.

Latest Blog Posts

Stan's World - The Bucket Approach

How Much Do You Have To Save For A Child's College Education

Traveling With Medicare: Not As Covered As You Might Think