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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It’s Your Money: Why Not Get Your Withholding Right?
Did you owe money at tax time or receive a large refund? This article discusses the types of situations in which taxpayers should consider adjusting their withholding.
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New FAFSA Favors Grandparent College Giving
Changes to the 2024–2025 Free Application for Student Aid (FAFSA) allow grandparents to help with college expenses without affecting financial aid eligibility based on the FAFSA.
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Managing Medicare Out-of-Pocket Costs
This article looks at the two different and mutually exclusive options Medicare beneficiaries have to help control retirement health-care spending: Medigap and Medicare Advantage.
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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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.