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Ben Gurwitz
Oct 22, 20203 min read
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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Ben Gurwitz
Nov 9, 20171 min read
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...
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Ben Gurwitz
Dec 21, 20152 min read
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...
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Ben Gurwitz
Oct 23, 201514 min read
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...
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Ben Gurwitz
Oct 23, 20153 min read
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...
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Ben Gurwitz
Oct 23, 20152 min read
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...
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Ben Gurwitz
Oct 23, 20152 min read
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...
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Ben Gurwitz
Oct 23, 20154 min read
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...
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Ben Gurwitz
Oct 22, 20155 min read
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...
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Ben Gurwitz
Oct 22, 20154 min read
Funding Retirement
LIFE BEYOND PAID WORK CAN BE FULFILLING, BUT GETTING THERE REQUIRES PLANNING, SELF-CONTROL San Antonio is a popular choice for retirement...
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Ben Gurwitz
Oct 22, 20154 min read
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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