5 Things To Keep In Mind When Considering Buying Or Leasing A Car
If you’re trying to decide what kind of car to get next, you may be wondering: “should I buy or lease?” If you want to get a flashy new...
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Resources
Ben Gurwitz
- Nov 9, 2017
- 1 min
Financial Life Advisors Has A New Team Member!
FLA IS PLEASED TO ANNOUNCE KIM NOURIE, CPA, CFP®, RICP® HAS JOINED THE TEAM. Ms. Nourie has joined the firm as a Senior Wealth Manager...
Ben Gurwitz
- Dec 21, 2015
- 2 min
Dementia Care: Protecting A Father’s Legacy
A DAUGHTER CARES FOR HER AILING FATHER, AND GETS ADVICE ON HANDLING HIS FINANCES. At first, Theresa Von Vreckin chalked up her father’s...
Ben Gurwitz
- Oct 23, 2015
- 14 min
An Insider’s Perspective Of The Investment Marketplace
HOW ARE FINANCIAL PRODUCTS DISTRIBUTED? The average person goes to school, graduates, then gets a job. Between buying a car, house, and...
Ben Gurwitz
- Oct 23, 2015
- 3 min
What Are Some Tax Efficient Investing Strategies?
What would you say if I told you that you can increase your long-term investment portfolio returns without increasing the risk or even...
Ben Gurwitz
- Oct 23, 2015
- 2 min
Identity Theft Protection
I recently received an email from a concerned client who had just found out there was $18,000 in unauthorized transactions on his credit...
Ben Gurwitz
- Oct 23, 2015
- 2 min
Financial Planning To Fund Retirement
LIFE BEYOND PAID WORK CAN BE FULFILLING, BUT GETTING THERE REQUIRES FINANCIAL PLANNING, SELF-CONTROL San Antonio is a popular choice for...
Ben Gurwitz
- Oct 23, 2015
- 4 min
Unique Roth Conversion Strategies
In 1997, the U.S. Congress established a new type of retirement account named after Senator William Roth. Although this account did not...
Ben Gurwitz
- Oct 22, 2015
- 5 min
A Financial Guide To Retiring Abroad
Is it your goal to spend your golden years living in a hut on the beach of a Caribbean island? Or do you dream of a second act running a...
Ben Gurwitz
- Oct 22, 2015
- 4 min
Funding Retirement
LIFE BEYOND PAID WORK CAN BE FULFILLING, BUT GETTING THERE REQUIRES PLANNING, SELF-CONTROL San Antonio is a popular choice for retirement...
Ben Gurwitz
- Oct 22, 2015
- 4 min
4 Tax-smart Rmd Strategies
HOW TO SAVE WHEN MAKING REQUIRED MINIMUM DISTRIBUTIONS FROM RETIREMENT ACCOUNTS. Here’s a unique tax-avoidance strategy: Marry a younger...
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