Inflation is simply the phenomenon of prices going up everywhere. But the reality is we don’t need to just keep up with the pace of inflation, we need to outpace inflation. In this episode of The Lawyer Millionaire, Darren Wurz talks with Travis Wurz, a financial goal planner … 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.
Where Does Social Security Fit in Your Retirement Plan?
By Darren Wurz Retirement is just a few years away, so Social Security is on your mind. With all the information out there about how and when to retire, and what to do with your benefits, it’s a challenge to keep it all straight. You know that you have paid into the Social … Read More
What’s Unique About Retirement Planning for Lawyers (Ep. 4)
Most attorneys will eventually retire and you shouldn’t wait until the last minute to start planning for your retirement. In this episode of The Lawyer Millionaire, Darren Wurz discusses the challenges you may be facing in the legal profession when it comes to your retirement … Read More