Welcome to Duerr Financial Group
Our vision is to help our clients work towards their financial goals while enhancing both our personal and professional relationship with them.
Take a few minutes now to learn your Risk Number.
What Is My Risk Number?Our vision is to help our clients work towards their financial goals while enhancing both our personal and professional relationship with them.
This article looks at the current fiscal outlook for the Social Security and Medicare programs and presents some potential changes that might help to strengthen them.
Retirees face unique challenges when managing their income, particularly when it comes to taxes. This article provides an overview of tax-related issues, from taxing Social Security to the new RMD rules and determining when to tap taxable and tax-advantaged accounts.
This article discusses provisions in the SECURE 2.0 Act of 2022 that may be of particular interest to small business owners.
Staying disciplined in building a well-constructed portfolio over time can help carry investors through the market’s rough spots.
Estimate the future value of your current savings.
Use this calculator to estimate how much income and savings you may need in retirement.
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.