For more than 20 years, we have helped our clients grow their businesses, manage their taxes, and achieve financial security.
Integrating tax expertise (Eric Wurtel & Associates, Inc.) and financial services (Eric Wurtel) gives us unique insight into your financial world and allows us to provide a comprehensive approach that simplifies your life.
Newsletters
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Bridging the Gap Between Retirement and Medicare Eligibility
See three options that may help you bridge the health insurance coverage gap between retirement and Medicare eligibility.
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Could Employee Ownership Be Part of Your Succession Plan?
An employee stock ownership plan may be a tax-friendly way for retiring small-business owners to pass the reins to employees.
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Succession Plans Often Hinge on Reliable Valuation
Discover the role a reliable business valuation can play in succession, tax, and retirement planning.
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Consider REITs for Income and Diversification
Explore the basics of equity real estate investment trusts (REITs) including their potential benefits and risks.
Calculators
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.