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
-
Tracking the Fed’s Progress on Disinflation
This article compares the key inflation measures that economists and investors are watching for signs of easing price pressures.
-
Leave a Lasting Gift with an Ethical Will
An ethical will, also called a legacy letter, can tell a personal story and communicate beliefs and life lessons to family, friends, or community.
-
Four Key Objectives of a Sound Retirement Plan
A sound retirement plan should be based on personal circumstances, and no one strategy is suitable for everyone. This article looks at four goals that a retirement strategy should address.
-
Bear Market Emotions: Strategy vs. Reaction
Staying disciplined in building a well-constructed portfolio over time can help carry investors through the market’s rough spots.
Calculators
-
Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
-
College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
-
Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.