Welcome to Eric Park and George Meyer's Website
Amid an ever-changing investment landscape, investors need an experienced partner who can guide them through the intricacies of investing and financial planning. One of the most important decisions you can make is to seek the advice of a qualified advisor. For this important partnership, you need a trained professional who sees your total financial picture - someone who can help you define your life goals, establish the right financial plan, provide strategies focused on your needs and help you stay on track.
As trained financial professionals, together Eric and George possess over 50 years of industry experience and are 100% committed to helping you pursue your long-term financial goals. They strive to make complex financial concepts easy to understand and concentrate on offering comprehensive guidance to best fit your specific needs. As a full-service brokerage office, Eric and George offer clients an assortment of quality, non-proprietary investments, including:
- Individual Account Services
- Corporate Account Services
If you would like any further information about these topics, or other areas of investing, please don't hesitate to call or email our office. We can help you make sense of today's investment climate.
Newsletters
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Enriching a Teen with a Roth IRA
A teen with a part-time job can contribute to a Roth IRA, which is a flexible way to accumulate funds for college, retirement, and other long-term needs.
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It’s Your Money: Why Not Get Your Withholding Right?
Did you owe money at tax time or receive a large refund? This article discusses the types of situations in which taxpayers should consider adjusting their withholding.
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How Taxes Impact Your Retirement-Income Strategy
Retirees face unique challenges when managing their income, particularly when it comes to taxes. This article provides an overview of tax-related issues, from taxing Social Security to the new RMD rules and determining when to tap taxable and tax-advantaged accounts.
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Much Ado About RMDs
This article provides an overview of the changes the SECURE 2.0 Act made and a brief explanation of how to calculate required minimum distributions from tax-advantaged retirement accounts.
Calculators
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
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Car Affordability
How much can you afford to pay for a car?
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.