tax clients | Form CRS/ADV | client log-in |

Category

Uncategorized

Rick Gurz Named to Forbes Best-In-State Wealth Advisors List for 2026

Rick Gurz has been named to the Forbes Best-In-State Wealth Advisors list for 2026. The recognition reflects...

Author : Richard Gurz

Category : Uncategorized

What Happened in Markets in March 2026

March 2026 Market Update: Stocks Fall as Interest Rates Rise and Middle East Tensions Increase Presented by...

Author : Richard Gurz

Category : Uncategorized

What Rising Oil Prices Could Mean for Investors

What Rising Oil Prices Could Mean for Investors Presented by Rick Gurz In short Oil prices are rising due to...

Author : Richard Gurz

Category : Uncategorized

Are You Ready to Retire? 7 Questions to Ask Before You Stop Working

Originally published May 2024. Updated March 2026. In Short Retirement readiness involves more than reaching...

Author : dev_team

Category : Uncategorized

November 3, 2025

Tips For Year-end Strategic Tax Planning 2025

Tips For Year-end Strategic Tax Planning 2025 Income Tax Rates for 2025. For 2025, there are seven tax...

Author : Richard Gurz

Category : Uncategorized

August 26, 2025

Key Provisions of the One Big Beautiful Bill Act

Decoding the One Big Beautiful Bill Act: What Are the Key Provisions that Could Affect You? On July 4, 2025,...

Author : dev_team

Category : Uncategorized

Top 7 Tax Planning Tips for Business Owners

Whether you own a small business or you’re a high-level executive at an established enterprise, tax season...

Author : dev_team

Category : Uncategorized

Retirement Red Zone: 10 Things to Do in the 5 Years Before Retirement

Originally published March 2024. Updated March 2026. Financial experts have nicknamed the five years before...

Author : dev_team

Category : Uncategorized

February 25, 2024

A Guide to Qualified Charitable Distributions

Charitable giving is an important component of many Americans’ financial plans. If you’re wondering how...

Author : dev_team

Category : Uncategorized

1
2
3
Next