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
-
Key Retirement and Tax Numbers for 2026
This article provides 2026 contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
-
The Employment Situation: A Closely Watched Report
Among all the economic indicators released each month, the Employment Situation is one of the most highly anticipated and can move financial markets.
-
Closed-End Funds May Offer Higher Income
Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.
-
HOT TOPIC: Will Tax Law Changes Impact Your Giving Strategy?
New tax rules will determine the deductibility of donations in 2026 for better or worse, which means taxpayers may want to rethink the timing and amount of their donations for 2025 and beyond.
Calculators
-
Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
-
Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
-
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.