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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Just Your Average Millionaire
The average net worth of U.S. families surpassed $1 million for the first time in 2022, but wealth levels vary greatly by age, housing status, education, and income.
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It’s Complicated: Inheriting IRAs and Retirement Plans
The SECURE Act of 2019 dramatically changed the rules governing how IRA and retirement plan assets are distributed to beneficiaries.
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How Savers and Spenders Can Meet in the Middle
Couples who have opposite philosophies regarding saving and spending often have trouble finding common ground. This article offers some tips to learn to work with financial differences.
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A New Year, A New Opportunity to Save with a 529 Plan
This article explains how a 529 plan can help a family save for college, including recent changes that have made these plans more flexible.
Calculators
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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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.