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.
The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
Taxpayers may want to be aware of important updates as they prepare to file their 2023 federal returns. This article includes information, filing tips, and last-minute opportunities for tax savings.
This article looks at the two different and mutually exclusive options Medicare beneficiaries have to help control retirement health-care spending: Medigap and Medicare Advantage.
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
How much do you need to save each year to meet your long-term financial goals?
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
How much can you afford to pay for a car?