We Help Our Clients Retire With Dignity
Palmer Financial, LLC is a family-owned investment management firm serving families in Erie, PA. Our clients are hardworking Americans who have serious questions about how to achieve a comfortable retirement in today’s complex financial world.
We know that the money you have saved represents decades of saving, sacrifice, and prudent financial choices. Our goal is to help you get to that next financial level with dignity, confidence, and without excessive risk.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
5 Things That Seasoned Travelers Are Doing (That You're Not)
A collection of tips from professional travelers.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Good employee health can be great for the company’s bottom line.
Four vacation destinations you might never have thought of.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Learn a little about worldwide currency in this fun infographic
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
When to start? Should I continue to work? How can I maximize my benefit?
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Assess how many days you'll work to pay your federal tax liability.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator may help you estimate how long funds may last given regular withdrawals.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Are you ready for retirement? Here are five words you should consider.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Why are 401(k) plans, annuities, and IRAs so popular?
What is your plan for health care during retirement?