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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Equity REITs: Is There Room for Real Estate in Your Portfolio?
This article discusses some unique characteristics of REITs, including how they can offer a consistent income stream and why changing interest rates can affect REIT performance.
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What’s Required of the Executor of an Estate?
Being named as the executor of an estate is generally an honor but settling an estate can be a difficult and time-consuming job. This article provides an overview of typical executor responsibilities.
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A Pension Strategy That May Boost Your Income
A strategy called pension maximization may enable a married pensioner to elect the higher payments of a single-life annuity while also providing for the spouse’s financial future.
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Key Retirement and Tax Numbers for 2024
This article presents the IRS’ cost-of-living adjustments for 2024 that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
Calculators
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.