NEIL ROBACK, ChFEBC, LUTCF

Neil Roback, founder of NHR Financial group created this Web site to help you gain a better understanding of your financial situation. This includes the financial concepts behind investing, retirement, estate planning, insurance and wealth preservation. Here at NHR Financial Group our goal is simple; to ensure that you are on the "right track" toward your goals, whatever they may be.
Newsletters
-
What the Red-Hot Job Market Means for Workers
A discussion of the dynamics of the current job market — one that is quite possibly the most worker-friendly in many years.
-
Are You Ready to Cancel Your Cable TV?
Do streaming services make you contemplate cutting the cord? Read about some features, benefits, and limitations to consider before doing so.
-
IRA Distributions Can Benefit Your Favorite Cause … and Your Tax Bill
IRA owners who are 70½ or older can give to charity without itemizing and still get a tax break. Find out how.
-
Sectors: Overweight, Underweight, or Just Right?
Did you know varying performance can change the balance of sectors in a portfolio? Learn how sector funds can be used to shift sector weighting.
Calculators
-
Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
-
IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
-
Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
-
Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?