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.
Individual bonds and bond funds can both provide an income stream, but there are important differences. This article provides an overview of these two types of investments.
A financial crisis can strike when least expected, so it’s important to have a sufficient emergency fund. This article offers some suggestions to help increase a fund before it’s needed.
A tax credit and/or dependent-care flexible spending account might help offset some of the costs paid for a nanny, babysitter, day care, preschool, or day camp.
A balance sheet summarizes your assets and liabilities and reveals your net worth.
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Determine whether you should consider refinancing your mortgage.