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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: Will Tax Law Changes Impact Your Giving Strategy?

Explains how future tax rules may impact deductibility of charitable donations.

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Balancing Life in the Sandwich Generation

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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Surprise! It’s Retirement Time

Considering some important issues now could provide more options in the event of early retirement.

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Beneficiary Designations: Who Gets the Money?

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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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.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Car Affordability

How much can you afford to pay for a car?

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