Hurlow Wealth Management Group, Inc.    E-mail us at jhurlow@wfafinet.com

Managing The Financial Affairs Of A Select Group Of Familes

Welcome to our Web site, where you'll find a wealth of information about our capabilities and how we can help you reach your financial goals. In addition, our site offers a wide variety of useful information, including calculators, articles, a portfolio tracker, and more.

We hope your visit will help you understand the opportunities and potential rewards that become available when you take a proactive approach to your personal financial situation.

We created this Web site to help you gain a better understanding of the financial concepts behind investing, retirement, estate planning, and wealth preservation. Most importantly, we hope you see the value of working with us to pursue your financial goals.

We're here to help educate you about the basic concepts of investment planning, to help you learn more about who we are, and to give you fast, easy access to market performance and data.

We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information and we wouldn't want you to miss any developments in the area of personal finance.

If you simply have a quick question or would like to schedule an appointment feel free to e-mail John Hurlow at jhurlow@wfafinet.com.

 

 

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

More Calculators →

Good Care Begins Early

Ironically, people who avoid important discussions because they don’t want to be a burden are sowing seeds for even greater troubles because they are forestalling preparation and ignoring the risks associated with aging, possibly until it’s too late.

Estate Conservation You Can Trust

Trusts are popular estate conservation tools that can help facilitate the smooth transfer of estate assets and maintain the family’s privacy.

Don't Forget the World

If your portfolio doesn't include some global equities, it may be missing a key dimension.

Playing Catch-Up with Contributions

Something as simple as increasing your contributions to tax-advantaged retirement programs can go a long way toward helping you pursue your long-term financial goals.

More Newsletters →