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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

How to Read Your Credit Report

How to Read Your Credit Report

Solve a mystery while learning how important your credit report is with this story-driven interactive.

When Should You Take Social Security

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

IRA Withdrawals that Escape the 10% Tax Penalty

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

 

Best-Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

Insuring Your Second Home

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

Preparing for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

Investing for Impact

Learn how to build a socially conscious investment portfolio and invest in your beliefs.

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What Is My Net Worth?

Get a snapshot of your overall financial picture by calculating your total net worth.

Inflation & Retirement

See how inflation over time could affect the purchasing power of your retirement income.

College Savings

See how much you may need to save now to cover future college costs for your child.

Assess Your Life Insurance Needs

Estimate how much life insurance coverage may be appropriate for your situation.

My Retirement Savings

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

How Compound Interest Works

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

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Finding the Balance

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.

Should You Invest in Exchange Traded Funds?

There are thousands of ETFs available. Should you invest in them?

Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

Rightsizing for Retirement

What does your home really cost?

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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