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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Do You Have These Key Estate Planning Documents?
This article provides an overview of four estate planning documents that almost everyone should have: a durable power of attorney, a medical directive, a will, and a letter of instruction.
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The IRS Wants More Info About Your Gig Income
If you earn money through a payment app or online marketplace, you may be affected by a new tax reporting requirement.
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The United States Is Older Than Ever Before
The median age of the U.S. population rose to a record high in 2022, a demographic trend that has implications for the economy and government programs like Social Security and Medicare.
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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.
Calculators
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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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.