Kurtz & Associates

10/23/2024

Did you know you can supercharge your retirement savings? Learn all about catch-up contributions and how to make the most of them. Boost your retirement planning today. Let’s evaluate your plan to make the most of your hard-earned money and secure a brighter tomorrow, contact me today.

Learn about catch-up contributions and how they can help boost your retirement planning.

10/17/2024

Check out LPL's The Talking Point: "Market Focused on Inflation Reports and Oil Prices".

LPL Financial’s Chief Global Strategist, Dr. Quincy Krosby, discusses job growth, unemployment, inflation, and geopolitical risks impacting oil prices. Track

10/16/2024

Retirement can feel far away when you're busy building your career, but planning early makes a big difference! Check out this article to learn why the sooner you start planning your future, the more benefits you'll find. From compound interest to tax breaks-- your future self will thank you. I'm here to help you get started; let’s connect today to schedule a call.

Learn why early career retirement planning matters, tips on compound interest and tax-advantaged accounts, and keys to budgeting, saving, and investing.

10/16/2024

Check out the LPL's Market Signals Podcast "Top-Down Technical Take — Five Key Charts for the Week Ahead".

LPL strategists review another up week for stocks, a record S&P 500 high, September’s jobs report, and key charts for the week ahead. Learn more.

10/16/2024

Want to give to charity, but worried about giving scams? Here are six steps to ensuring your gift will actually make a difference, rather than line the pockets of scammers. Talk to your financial professional to learn more.

Between the ubiquitous bell-ringing volunteers outside grocery stores and the posh fundraisers trying to take advantage of fourth-quarter generosity,

10/15/2024

Check out LPL Research’s Global Portfolio Strategy "Shifting from Bonds to Alternatives for Additional Diversification Benefits".

10/15/2024

Retire smart: Balance debt and savings GE-6740957.1 (6/24) (Exp. 6/26)
10/15 Did you know that 63% of U.S. households over 65 carry some form of debt? From credit cards to mortgages, it's important to differentiate between good and bad debt. Learn how a financial professional can help you balance saving and paying down debts to support your retirement goals, then reach out to start planning today for a debt-free future!

Many Americans over 65 carry some form of debt. From credit cards to mortgages, it's important to differentiate between good and bad debt. Learn how a financ...

10/14/2024

Planning for your child's future starts today! We want to help you learn effective ways to save for their education and set them up for success. Watch our quick guide to learn more, then reach out for personalized guidance.

You already know the importance of saving and planning. Watch our guide and discover strategies to help you prepare for your children's future educational ex...

10/10/2024

It's Open Enrollment! Empower your financial future! Maximize employer-sponsored benefits. Secure your financial well-being with retirement savings and planning. Let’s talk about how to navigate your financial journey. Contact me today!

10/10/2024

Check out LPL Financial Research's Weekly Commentary on the market: "Just When We Recalibrated, Another Shock Arrived".

10/10/2024

Today, I want to encourage everyone to support mental health resilience. Be an advocate. Start a dialogue. Remember to self-care. And, most importantly, listen.

10/09/2024

Wishing you and your family a very happy and spooky Halloween!