BHA Wealth Management

Michael Hurdle, Registered Representative


 

 

 Helping people plan for the life they really WANT to live

Planning for the accumulation, preservation, and distribution of wealth is challenging in todays dynamic global market.   Prudent guidance can provide the confidence you need to address personal goals and objectives.

Whether your wealth is valued at $10,000 or $10,000,000, it is important that you are actively addressing the issues that managing wealth presents.  We have found that there are 8 Wealth Management Issues that are most important to our clients and their families.  Each of these are interrelated and act as a balancing scale.

Because of this balance, it is critical that you have one Advisor who is knowledgeable about your complete financial picture.  I can help identify and prioritize these issues and create an action plan that can be executed according to your specific needs.

 Let me help you plan for the life of your dreams



 

 (Visit the Learning Center for useful information you can use right now)
Calculators

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

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Newsletters

Another Year, Another AMT Patch

The 2010 Tax Relief Act adjusted AMT exemption levels for 2010 and 2011 to help prevent an estimated 21 million middle-income taxpayers from being subject to the alternative minimum tax. Will Congress enact another patch for 2012?

The Difference Between the Debt and the Deficit

The terms "debt" and "deficit" are often used interchangeably to describe the federal government's financial situation, yet they have significantly different meanings. This explanation of the budget deficit and the national debt may help readers understand the conversation.

For Better, For Worse: Communicating About Retirement

A recent study indicates that couples are not communicating clearly about retirement goals and strategies, even as they approach retirement age. This article offers suggestions to open a dialogue and encourages couples to discuss their retirement needs and desires with each other and with their financial advisor.

HOT TOPIC: Will Federal Reserve Tactics Help the Ailing U.S. Economy?

This article looks at policy tools that the Federal Reserve has used in the past and may use going forward in its attempts to spur economic growth. It also explains the possible implications of a long-term, low-interest-rate environment for investors, savers, and retirees.

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