Financial Advisors
One of the most common questions from pre-retirees is, “Am I on track?” Many also wonder how they can confidently maintain their current lifestyle throughout retirement. But, with so many variables during this phase of life, such as income, social security, medical expenses, taxes, and inflation, how do you really know if you are “on track?”
One of the most common questions from pre-retirees is, “Am I on track?” Many also wonder how they can confidently maintain their current lifestyle throughout retirement. But, with so many variables during this phase of life, such as income, social security, medical expenses, taxes, and inflation, how do you really know if you are “on track?”
EWM founder and director Bert Herzog offers financial insight for 2022 on the TD Ameritrade Network, ‘Market on Close,’ with Oliver Renick. To read weekly […]
How do you efficiently withdraw a paycheck from your portfolio with various accounts and the tax treatment associated with them? While the question might seem simplistic on the surface, there are many moving parts to consider, such as current and future tax brackets, income sources, capital gains, and more.
How do you efficiently withdraw a paycheck from your portfolio with various accounts and the tax treatment associated with them? While the question might seem simplistic on the surface, there are many moving parts to consider, such as current and future tax brackets, income sources, capital gains, and more.
Bert Herzog, Founder of Executive Wealth Management, shares the story of how the financial planning firm continues to grow one relationship at a time over 20 years.
He also discusses the value of building a business built on trust, compassion, and community in an ever-increasing digitally distant business environment and how the two can co-exist.
Bert explains having compassion for clients means providing as many solutions to support them as possible and how EWM is embracing this challenge.