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.
Helpful Content
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
The New Wild West: Bitcoin
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Measuring the Value of a Financial Advisor
Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.
Saving on Fitness Center Membership Costs
There are ways to improve your physical fitness without denting your fiscal fitness.
Planning for Special Needs Children
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
4 Reasons for the Return of Market Volatility
Why have the markets been so volatile recently?
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
The Best Apps in Travel
Technology tips to make your next trip even better.
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Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
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.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Doubling Your Money
This calculator demonstrates the power of compound interest.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
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Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
The New Wild West: Bitcoin
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
Consider These 3 Things Before Driving Off the Lot
There are a few things to consider when buying or leasing your next vehicle.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.