| 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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Key Retirement and Tax Numbers for 2021
IRS cost-of-living adjustments affect retirement plan contribution limits and certain tax considerations. Explore these 2021 adjustments.
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Bankruptcy Changes Throw a Lifeline to Sinking Small Businesses
Many requirements that made it difficult and expensive for small businesses to reorganize using Chapter 11 have been loosened. Learn more.
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How Well Do You Understand Retirement Plan Rules?
From IRAs to 401(k)s, qualified retirement plans can be complex. This short quiz tests readers’ knowledge of a few of the finer points.
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Your Business: Could You Benefit from a Roth Conversion in 2020?
This article focuses on the potential short- and long-term tax ramifications of a Roth IRA conversion.
Calculators
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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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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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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.