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Personal Financial Plan

Personal Financial Plan

Home, Debt/Income, Tax, College, Retirement, Estate, Benefits

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Business Planning

Business Planning

Entity, Benefits, Employees, Insurance, Continuity & Exit, Retirement

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Investment Plan

Investment Plan

Life Goals, Time, Diversification, Markets, Risk

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RISK & Protection

RISK & Protection

Self Insure or Buy Protection, Life, Health, Disability, Long Term Care

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Timely Topics

New Spending Package Includes Sweeping Retirement Plan Changes

The $1.4 trillion spending package enacted on December 20, 2019, included the Setting Every Community Up for Retirement Enhancement (SECURE) Act, which had overwhelmingly passed the House of Representatives in the spring of 2019, but then subsequently stalled in the Senate. The SECURE Act represents the most sweeping set of changes to retirement legislation in more than a decade.

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CARES Act Provides Relief to Individuals and Businesses

While details are still being worked out, the IRS will be coordinating with other federal agencies to facilitate payment determination and distribution. For example, eligible individuals collecting Social Security benefits may not need to file a tax return in order to receive a payment.


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Watch Out for Coronavirus Scams

Fraudsters and scam artists are always looking for new ways to prey on consumers. Now they are using the same tactics to take advantage of consumers' heightened financial and health concerns over the coronavirus pandemic. Federal, state, and local law enforcement have begun issuing warnings on the surge of coronavirus scams and how consumers can protect themselves. Here are some of the more prevalent coronavirus scams that consumers need to watch out for.

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WE'RE WITH YOU EVERY STEP OF THE WAY

We'll work closely with you to develop a flexible financial strategy that can adjust to your goals, no matter what.

<p>What Is the Dividend Yield?</p>

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
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<p>Women and Financial Strategies</p>

Women and Financial Strategies

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
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<p>16 Wall Street Cliches in 60 Seconds</p>

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.
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HOW WE WORK

Querze Wealth Management implements a fully integrated approach to Financial Planning and Advising by strategically tailoring each business and individual's specific needs and goals in order to achieve financial and retirement success for our clients.  In our experience, creating a financial plan is important, but in order to achieve life's objectives, implementation is more so.  Our process requires regular client meetings and reviews to ensure timely execution of the plan strategy.

Download Our Don’t Panic Ebook!

The novel coronavirus (COVID-19)’s effects on the financial markets has caused many people to question their investment strategy. Use this ebook to stay focused on your investment goals during challenging times.

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