| 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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All-in-One Funds: Targeting Time or Risk?
This article discusses target-date funds and lifestyle funds, with the more common of the two based on time horizon rather than risk.
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Your Business: Reasons to Keep Personal and Business Finances Separate
Find out why it’s important to draw a line between business and personal finances, especially for credit, tax, and personal asset purposes.
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Child Tax Credit for 2021: Will You Get More?
This article discusses substantial, temporary improvements to the child tax credit due to The American Rescue Plan Act of 2021.
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Real Estate for Income and Diversification
Are you familiar with REITs and why they can help diversify a portfolio? Read this article to learn more.
Calculators
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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.
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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.