Highlights: 

FRA's 2nd Annual Car & Motorcycle Show will be held rain or shine on Saturday, June 9th from 5-8pm. Owners of Classic Cars, Showy Street Bikes and Hot Rods are all welcome to register for a chance to win the People's Choice vote for Best of Show Car or Bike. Registration form to enter your car or bike can be printed here.
Everyone is welcome to attend this free event.


Congratulations to Jay Bullerman who was recently awarded the Circle of Excellence and Outstanding Achievement awards through Multi-Financial Securities. Only 20 of Multi's 1,014 representatives receive the Circle of Excellence Award, while the Outstanding Achievement Award was only given to the top 10 representatives.  Financial Resource Advisors is proud to have such a trusted and well-respected advisor as its leader.
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Financial Resource Advisors is proud to welcome Kelly Goreham to its team of advisors. She brings over 12 years of investment planning and wealth management experience and is a valuable addition to the FRA family.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

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GDP: Measuring the Economy

It's likely you've heard a lot about the gross domestic product (GDP) if you follow the news. But what is its impact on the national economy and how has the Great Recession impacted the GDP? This primer explains the numbers behind the GDP and what it ultimately tells us about the economic health of the nation.

Tips for Surviving the Estate Tax

The federal estate tax was reinstated retroactively to January 1, 2010, by the 2010 Tax Relief Act. However, the favorable provisions are scheduled to expire at the end of 2012, when estates exceeding $1 million could be subject to the federal levy.

Understanding the Appeal of Mutual Funds for High-Income Households

Mutual fund ownership increases directly with household income. In fact, 81% of households with incomes of $200,000 or more own mutual funds. What is it about mutual funds that attracts affluent investors?

Variable Annuities and Your Retirement Strategy

An insurance product may appeal to pre-retirees who want to invest more of their current incomes for retirement and defer taxes on market gains. A variable annuity enables investors to pursue investment gains with the option to purchase guarantees (for an additional cost) to help protect against the downside risks of investing in the markets.

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