text May 27, 2026 What Your Tax Return May Reveal About Future Planning Opportunities Presented by Patrick Martin, CPA, CFP® Once your tax return is filed, most of the focus tends to move on. In... Rick Gurz Headshot Square Author : Richard Gurz Category : Uncategorized
text May 7, 2026 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... Rick Gurz Headshot Square Author : Richard Gurz Category : Uncategorized
text April 16, 2026 What Happened in Markets in March 2026 March 2026 Market Update: Stocks Fall as Interest Rates Rise and Middle East Tensions Increase Presented by... Rick Gurz Headshot Square Author : Richard Gurz Category : Uncategorized
text March 18, 2026 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... Rick Gurz Headshot Square Author : Richard Gurz Category : Uncategorized
text March 2, 2026 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... Rick Gurz Headshot Square Author : Richard Gurz Category : Uncategorized
text 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... Rick Gurz Headshot Square Author : Richard Gurz Category : Uncategorized
text 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,... Rick Gurz Headshot Square Author : Richard Gurz Category : Uncategorized
text April 25, 2024 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... Rick Gurz Headshot Square Author : Richard Gurz Category : Uncategorized
text March 11, 2026 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... Rick Gurz Headshot Square Author : Richard Gurz Category : Uncategorized