Why do our emotions have such a strong influence on our finances? Many people struggle with managing their finances because they don’t fully understand their emotions about spending, or because they feel pressure to maintain a certain level of living. In this episode, … Read More
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Attorneys
You’ve worked hard to build up your practice. You have been saving diligently over the years and built up a sizable portfolio. You love what you do, but you are getting frustrated with the legal profession. One day, you would like to start cutting back and spending more time with family.
You’ve worked hard to build up your practice. You have been saving diligently over the years and built up a sizable portfolio. You love what you do, but you are getting frustrated with the legal profession. One day, you would like to start cutting back and spending more time with family.
But you have some big questions. Will you have enough money to retire? How can you get caught up and on track? Can you use your law firm to fund your retirement? Will one of your associates be able to take over the practice? We can help you.
Realtors
As a successful realtor, you’ve sold a lot of homes. But you have bigger financial goals. But unlike other professionals, you do not have a firm retirement age in mind. You like what you do, and you plan to work as long as you can.
As a successful realtor, you’ve sold a lot of homes. But you have bigger financial goals. But unlike other professionals, you do not have a firm retirement age in mind. You like what you do, and you plan to work as long as you can.
For you, retirement is about achieving a work optional lifestyle. You are focused on creating passive income from real estate and other sources so you can enjoy financial freedom. We can help you create a financial plan to achieve and secure financial freedom for yourself and your family.
Retirees - Near Retirement
As you approach retirement, you have a lot of ideas about the future. But you have some big questions too. Do you have enough to retire? Will your portfolio last through retirement and the stock market’s ups and downs? Are your investments allocated properly? When is the right time to take social security or pension benefits? How do you turn your investments into dependable income?
As you approach retirement, you have a lot of ideas about the future. But you have some big questions too. Do you have enough to retire? Will your portfolio last through retirement and the stock market’s ups and downs? Are your investments allocated properly? When is the right time to take social security or pension benefits? How do you turn your investments into dependable income?
These are difficult questions, and you know you can’t answer them alone. We specialize in helping people just like you.
10 Powerful Books That Have Shaped Me As a Person and an Investor
By Darren Wurz Similar to lawyers, financial advisors go through years of education and training to earn the certifications that qualify them to help others. However, the learning didn’t stop for me once I earned my degrees and certifications. I want to share these books with … Read More
4 Things Parents Can Do to Financially Empower Their Kids (Ep. 17)
There is a lack of basic financial education in our schools, and that means you, as the adult in a child’s life, need to step up and fill the gap. In this episode, Darren Wurz discusses the importance of financial literacy and shares a number of things his dad did that helped … Read More