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BMR Global Wealth Management Group, Inc.

3270 Suntree Blvd., Suite #1103
Melbourne, FL 32940

Phone:

(631) 498-4560 and (321) 244-9100

Fax:

(321) 338-7127

E-mail:

rita@bmrglobalwealth.com

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Calculators

You can review interesting calculators on my site.

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Contact Us

Please feel free to contact us with any questions.

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Videos

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Rita Medaglio-Barrera, CDFA™

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Welcome to our Web site, where you'll find a wealth of information in the form of newsletter, articles, and calculators.
 

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind financial planning, insurance, investing, retirement, estate planning, wealth preservation, divorce, separation, and collaborative divorce.
 

We're here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data.
 

We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments.

For a free copy of our Top 5 Tips in Avoiding the Most Common Financial Mistakes in Divorce, click here

Rita Medaglio-Barrera, CDFA® , Financial Planner & Certified Divorce Financial Analyst® , Collaborative Divorce Financial Professional, and Licensed in Florida and New York - Life, Health, Annuities Insurance Agent

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HOT TOPIC: Dreaming of Retirement? Consider Maxing Out Your 401(k) in 2025

Details 401(k) contribution and catch-up limits for maximizing savings.

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Q&A on RMDs

Here are answers to some key questions about required minimum distributions.

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Charitable Gifts of Life Insurance

Explains using life insurance to make meaningful charitable donations.

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Index Funds: Traditional and Not-So-Traditional

While all index funds attempt to track the performance of a market index, there are hundreds of indexes and at least two alternate approaches to traditional indexing.

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Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

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