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188 W. Hebble Avenue
Fairborn, OH 45324

Eric M. Murray, CFP®

(937) 878-3317

 
RE: Retirement 18 Years Worth of Days Bridging the Confidence Gap Tuning Your Social Security Benefit

Your Financial Future

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.

Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

Helpful Content

Problems with Probate

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

Mastering Mobile Lingo

Mastering Mobile Lingo

Can you keep up with your children’s mobile slang?

The Lowdown on Those Free Credit Scores

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?

 

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

Should You Borrow from Your 401(k)?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

4 Reasons for the Return of Market Volatility

Why have the markets been so volatile recently?

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What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Inflation & Retirement

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

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

Rightsizing for Retirement

What does your home really cost?

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