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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

Handwritten signature of Rita Medaglio-Barrera
Moving to Another State? Consider These Tax Moves

Moving to a new state may have tax consequences that can follow you long after you settle in.

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Wealthy Colleges Face Expanded Endowment Tax

A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.

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A Roadmap for Your Family

A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.

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Are You Prepared for the High Cost of Dying?

Describes financial burdens associated with end-of-life care and funerals.

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Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Estate Taxes

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

Disability Income Insurance

How much Disability Income Insurance do you need?

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

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