The Pomeranz Group

Financial Advisors with your objectives in mind.

We help a select group of families and businesses handle their financial affairs.  Our clients benefit from our creation and implementation of a strategy that allows them to comfortably pursue their goals in any economic environment.

We provide comprehensive wealth management strategies.  Through constant communication, careful analysis, and planning, we create custom tailored programs that address the unique needs of our clients and help them work towards their financial objectives.

Investing starts with a plan.
Calculators

Car Affordability

How much can you afford to pay for a car?

Cost of Retirement

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

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

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Newsletters

Doing Fine in '09?

Considering the market volatility over the past few months, will we see an improvement in 2009 economic conditions?

Stay Off the Phishing Hook

In the run-up to this year’s April 15 tax deadline, taxpayers forwarded more than 33,000 phishing scam e-mails to the IRS, causing the agency to put phishing at the top of its annual list of scams of concern to taxpayers.

HOT TOPIC: The Fed Plans to Spend Trillion or More to Spur Growth

For the first time in a generation, the Federal Reserve has undertaken a campaign to influence long-term interest rates, a departure from recent monetary policy that has focused almost exclusively on short-term rates.

Testing Your Liability Limits

This quiz tests the reader’s understanding of personal liability.

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