A Bucket Plan to Go with Your Bucket List The Cycle of Investing Perception vs. Reality Raise Your Retirement Income

Welcome to Thurman Private Wealth

We are a truly independent wealth management firm founded more than a quarter of a century ago. Our team has more than 50 years of expertise in serving high-net worth clients with a distinct body of knowledge.

Our commitment to you is to become your most trusted advisor.

We recognize this trust must be earned by a single-minded devotion to keeping our promises, delivering excellent service, and caring about each of our clients as individuals.

We build strong, meaningful relationships with you, your family, and your other advisors as well.

We use our experience and talents to be your greatest financial resource. That is why we will always give you straight answers to difficult questions, and always pursue your best interests when it comes to your goals.

If you are looking for a firm that puts you and your family’s future first, maintains discretion, independence and accountability, then we may be the firm for you.

 

Helpful Content

Can Group, Private Disability Policies Work Together?

Can Group, Private Disability Policies Work Together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

The Other Sure Thing

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.

How Does Your Credit Score Compare?

How Does Your Credit Score Compare?

Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.

 

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which is Better?”

Are Women and Financial Strategies a Mismatch?

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their futures to chance.

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Federal Income Tax

Use this calculator to estimates your income tax liability along with average and marginal tax rates.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

Interest Rates: How Low Can They Go?

The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Your DNA Test

If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.

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