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.
Capital Gains Tax When Selling Your Home
If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
This investment account question is vital and answered as early as possible.
Try these activities to keep your brain sharp.
What does it take to be an accredited investor? Explore the details, & the types of investments offered to those who qualify.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Assess whether you are running “in the black” or “in the red” each month.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Determine your potential long-term care needs and how long your current assets might last.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
Doing your research is key before buying a vacation home.
Here is a quick history of the Federal Reserve and an overview of what it does.
Learn about the difference between bulls and bears—markets, that is!
There are thousands of ETFs available. Should you invest in them?
Here’s a crash course on saving for college.
Investors seeking world investments can choose between global and international funds. What's the difference?