What if I told you there's a retirement account that could help you never pay taxes on your income again? Hard to believe, right?On this episode, we delve deep into how Individual Retirement Accounts (IRAs) and Roth IRAs can help you build wealth, … Read More
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Lawyers and Law Firm Owners
Unlock the full potential of your financial future by leveraging our comprehensive services, including strategic wealth growth, tax efficiency, retirement planning, and investment management. With a proven track record of empowering law firm owners like you, we combine industry expertise with a personalized approach.
Unlock the full potential of your financial future by leveraging our comprehensive services, including strategic wealth growth, tax efficiency, retirement planning, and investment management. With a proven track record of empowering law firm owners like you, we combine industry expertise with a personalized approach.
Take the first step towards a prosperous financial journey. Schedule a complimentary consultation today, and let Wurz Financial Services guide you on the path to sustained wealth and success.
Click here to learn more about how we work with law firm owners.
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.
Click here to learn more about how we work with realtors.
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.
Click here to learn more about how we work with retirees and pre-retirees.
Turn Losses Into Savings: Tax Loss Harvesting Can Slash Your Tax Bill (Ep. 91)
What is Tax Loss Harvesting? Tax loss harvesting is a strategy where you sell investments that have lost value to offset gains in other areas of your portfolio, thereby reducing your taxable income. This tactic applies to taxable accounts, not tax-sheltered ones like 401(k)s … Read More
The Corporate Transparency Act: What Every Law Firm Owner Must Do Before December 31st (Ep. 90)
What You Need to Know About the Corporate Transparency Act: A Guide for Law Firm Owners Ignoring a simple filing could cost your law firm thousands in fines and potentially damage your reputation. The Corporate Transparency Act (CTA) is a game-changer. Whether you're a solo … Read More