Taxes are a major concern for many successful attorneys and law firm owners. In this episode, Darren Wurz talks with Mike Jesowshek, CPA, and host of the Small Business Tax Savings Podcast. He discusses how he can help you with tax planning, and also walks you through … Read More
Attorneys
Retirees
Real Estate Professionals
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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.
Individual 401(k) vs. SEP IRA: Which Is Best for You?
By Darren Wurz As a law firm owner, it can be hard to save for retirement when there are so many other aspects of your business to worry about. Between managing your caseload and running the day-to-day operations of the firm, retirement planning usually ends up at the bottom … Read More
5 Keys to Starting Your Own Law Firm (Ep. 6)
You’ve done it. You’re starting your own law firm. But wait, have you put in enough effort now to make a huge difference moving forward? In this episode, Darren Wurz will give you critical suggestions on starting your own practice and building it from the ground up and how a … Read More