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 you because they’ve helped me develop how I invest and even laid some of the groundwork for who I am today. 1. The … [Read more...]
How Do I Get Income From My Portfolio?
How Do I Get Income From My Portfolio?
By Darren Wurz As an attorney or law firm owner, you’ve likely spent a lifetime building a successful career and saving for the future. Now that retirement is on the horizon, though, you may be wondering how to turn your hard-earned savings into everyday income. Fortunately, there are a number of strategies to address this question. In this guide, we’ll talk about the top 4 tips for drawing … [Read more...]
Is a Roth or Traditional IRA Better?
Is a Roth or Traditional IRA Better?
By Darren Wurz Investing in an individual retirement account (IRA) is a great way to save for your retirement, especially as an add-on to other tax-advantaged retirement plans like 401(k)s. There are two main types of IRAs: traditional IRA and Roth IRA. While both have their advantages and disadvantages, choosing between them is a decision that should be made in the context of your personal … [Read more...]
What’s A Law Firm Worth? With Serena Amlie, CFA (Ep.13)
What’s A Law Firm Worth? With Serena Amlie, CFA (Ep.13)
There are any number of reasons to determine the value of your firm, especially if you are planning to sell your practice. But how do you do that? In this episode, Darren Wurz talks with Serena Amlie, CFA, a manager at ComStock Advisors, about the process of performing a valuation for a law firm. She also explains what you can do to improve the value of your business to sell it for top … [Read more...]
Don’t Let Inflation Ruin Your Retirement
Don’t Let Inflation Ruin Your Retirement
By Darren Wurz Two of the prevailing themes of 2022 were the rampant levels of inflation and a looming recession. The year may be in the rearview, but concerns over inflation certainly are not. Everything from filling up your gas tank to purchasing everyday necessities has become significantly more expensive, creating major stress for those who are nearing retirement, even if they have been in … [Read more...]
Planning for Law Firm Succession with Thomas Cuni (Ep. 12)
Planning for Law Firm Succession with Thomas Cuni (Ep. 12)
As a business owner, growing your law firm is one of your priorities. However, what happens when you’re ready to retire or sell your business, do you have a succession plan? In this episode, Darren Wurz talks with Thomas Cuni from Cuni, Ferguson & LeVay Co., L.P.A. He discusses the importance of having a succession plan and why money isn’t everything when it comes to lawyers deciding when … [Read more...]
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