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 discusses the race between tech companies to monetize AI and how widespread adoption might affect workers, the economy, and society in general.
This article presents the IRS’ cost-of-living adjustments for 2024 that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
Stock market downturns can be rough on a portfolio’s bottom line, but selling losing investments may offer the potential to reduce an investor’s tax liability.
A teen with a part-time job can contribute to a Roth IRA, which is a flexible way to accumulate funds for college, retirement, and other long-term needs.
Estimate the future value of your current savings.
How Long Will Your Funds Last?
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Knowing your likely life expectancy is an important factor in making long-term financial plans.