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Especially For Women What’s Your Investment IQ? What the New Tax Bill Means for You Four Really Good Reasons to Invest

Welcome

Hurst Wealth Management is pleased to welcome you to your Pathway to Financial Freedom. Our goal in creating this website was to provide an easy way for clients and potential clients to learn more about our firm. We have provided several links that will lead you to more detailed information about our firm, including a firm profile and a list of the many client services we offer.

Enjoy your time exploring our site and please check back often as we continue to add new information and features. If we can answer any questions or be of service in any way, do not hesitate to contact us. 

Helpful Content

A New Way to Look at Your Bucket List

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Where Is the Market Headed?

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, "What's next for the financial markets?"

Social Security: By the Numbers

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

 

What To Do When Your Income Reaches 7 Figures

Preserve your high net worth with these foundational tips.

A Home Insurance Claim: To File Or Not To File

Learn when it may not make sense to file a claim on your home insurance.

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

Understanding the SECURE Act 2.0

A timeline covering a few of the major provisions of the SECURE Act 2.0.

Medicare Advantage 101

Overview of Medicare Advantage, what’s in them, special rules, and more.

Managing an Inheritance

A windfall from a loved one can be both rewarding and complicated.

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My Retirement Savings

See how your current savings rate and contributions may grow into retirement income.

Simple 401k

See how increasing your 401(k) contributions today could affect your balance at retirement.

How Much Home Can I Afford?

Estimate how much home may fit within your budget based on income and expenses.

Social Security Tax Estimator

Estimate how much of your Social Security benefit may be subject to federal income tax.

How Compound Interest Works

Explore how compound interest can grow your money over time with this interactive tool.

Estimate Your RMD

Calculate your required minimum distribution amount based on your account balance and age.

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Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

18 Years Worth of Days

The average retirement lasts for 18 years. What will you do with your days?

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

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The certification marks above are owned by Certified Financial Planner Board of Standards Inc. and are awarded to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA/SIPC.

Investments products and Advisory services available only to residents of: AL, AZ, DC, FL, GA, KY, MT, NC, NH, OH, PA, SC, TN, TX, VA.

Licensed to sell insurance products in the following states: AZ, FL, GA, PA, SC.

Contact

Office: (478) 971-0774
Fax: (478) 971-0778

209 Independence Drive
Warner Robins, GA 31088

joy.hurst@lpl.com