| Robert S. Wolf Insurance and Financial Services is a locally owned and operated firm in the Antelope Valley assisting business owners, professionals, individuals and families in the design, implementation and review process of their personal insurance and investment portfolios, as well as protection and benefits for businesses and their employees. We encourage you to call and see what sets us apart from other agencies. The level of service that comes from a local agent cannot be duplicated by an anonymous 800 number where you are just another account holder. We would love to show you the personal home-town attention you deserve. |
Newsletters
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Five Investment Tasks to Tackle by Year-End
2020 market turbulence underscores the importance of reviewing an investment portfolio. These five steps could help keep it on track.
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Do ETFs Belong in Your Portfolio?
Do you know the potential benefits and risks of exchange-traded funds and how they differ from mutual funds?
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Consider a Roth Conversion for Tax-Free Income
Lower tax rates and asset values may make now the time to consider a Roth conversion. This article outlines the rules and potential benefits.
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Income Investors May Find Closed-End Funds on Sale
Do you know the differences between open-end and closed-end funds? This article compares the two.
Calculators
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.