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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All Eyes on the Earnings Picture
Earnings season can be a volatile period for stocks. As investors digest and respond to new data, the marketplace rewards some companies and punishes others.
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HOT TOPIC: What’s Happening in the World of Higher Education?
This article covers the decline in college enrollment, recent developments in student debt and financial aid, and tips for making cost-effective decisions.
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The Federal Reserve’s Key Meeting Dates in 2024
This article outlines the Federal Reserve’s three main objectives and provides the meeting schedule of the Federal Open Market Committee.
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Do You Have These Key Estate Planning Documents?
This article provides an overview of four estate planning documents that almost everyone should have: a durable power of attorney, a medical directive, a will, and a letter of instruction.
Calculators
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Savings Accumulation
Estimate the future value of your current savings.
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.