| 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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HOT TOPIC: Pandemic Relief Measures and Your Tax Return
This article discusses various tax issues stemming from the two tax relief bills passed in 2020 in response to the pandemic and how they may affect you.
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Accumulating Funds for Short-Term Goals
Saving for short-term goals can require a conservative approach. This article explores some guidelines and potential investment vehicles.
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Will vs. Trust: Know the Difference
Wills and trusts can each help in the distribution of assets at death. This article points out important differences between the two.
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Passive, Active, or Both?
Passively managed index funds and actively managed funds can perform differently over different market cycles. Find out more about each.
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.