Helping our clients find their way one dream at a time.
Welcome to the The Landau-Nurge Wealth Management Group!
We provide a full range of investment products and services to help address the needs of individuals and families in planning for their financial futures. With over 60 years of combined industry experience, we offer investment guidance and create portfolio strategies that are designed to help build wealth, address risk, and reduce or defer taxes.
In this fast-paced environment, we want you to have an easily available source of up-to-date news and information that you can access at your convenience. We hope you find our site valuable, but we know it will not replace, nor is it intended to replace, that personal one-on-one time we spend with you.
Please enjoy the following features in the website ... we update/add frequently to our site, so keep checking back!
- Newsletters
- Articles
- Financial Calculators
- Financial concepts/Education on investing, retirement, estate planning, and wealth preservation
As always, we are available to answer questions and review your personal financial profile at any time. Please do not hesitate to call us ... we always enjoy speaking with you, our very reason that we are here.
Stifel does not provide legal or tax advice. Investors should consult with their professional legal and tax advisors regarding their particular situation.
Newsletters
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New Medicare Rules Tackle Prescription Drug Prices
The Inflation Reduction Act of 2022 included provisions intended to lower prescription drug costs for Medicare enrollees and slow drug spending by the federal government.
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HOT TOPIC: Tax Season News and Survival Tips
Taxpayers may want to be aware of important updates as they prepare to file their 2023 federal returns. This article includes information, filing tips, and last-minute opportunities for tax savings.
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After the Loss of a Loved One, Watch Out for Scams
Scammers often prey on those who are most vulnerable. This article outlines common scams that target people who have lost a loved one.
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Debit or Credit — What’s the Difference?
This article explains why it may be better to use a credit card for certain transactions, as long as the bill is paid on time to avoid interest charges.
Calculators
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.