Blomstrom Hurdle Associates, LLC

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

Credit Card Debt

How Long Will It Take to Pay my Balance?

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

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Newsletters

Be Ready for a Change in Interest Rates

Fluctuating interest rates can be challenging for bond investors who want to reinvest their principal. When rates are low, they may have to accept lower yields; when rates rise when principal is tied up, they may not be able to benefit. One strategy to help manage reinvestment risk is to build a bond ladder.

Why You Want to Know How Much Your Business is Worth

An up-to-date valuation may seem like an unnecessary expense for a small business, but it could prove to be invaluable to achieving long-term goals. Knowing the current value of a business can affect how an owner might approach everything from retirement to estate conservation to a succession strategy.

Help Keep Your Estate Out of Probate

Anyone who has seen an estate go through probate knows that it's the legal equivalent of having a tooth pulled. But just like tooth decay, probate may not be entirely avoidable.

Variable Annuities and Your Retirement Strategy

An insurance product may appeal to pre-retirees who want to invest more of their current incomes for retirement and defer taxes on market gains. A variable annuity enables investors to pursue investment gains with the option to purchase guarantees (for an additional cost) to help protect against the downside risks of investing in the markets.

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