At Peter Yurkowski, CPA., PC, we believe in service beyond expectation, achieved through a constant desire to anticipate and fulfill the evolving needs of our clients in all areas of Wealth Management. Our experience and expertise with Wealth Management adds value at each step in the process. We are dedicated to pushing the limits of excellence, to stand at the forefront of providing the most comprehensive Wealth Management services available.
Our practice is built upon a comprehensive approach to Wealth Management, focusing on 8 Key Wealth Management Issues that our clients are likely to face at some point in their lives.
Because no two clients are the same, we are committed to individually knowing our clients well enough that we can help them anticipate when each Wealth Management Issue will become a priority. This process also allows us to proactively provide our clients with ideas, suggestions and alternatives that need to be considered for each issue.
Peter’s affiliation with H.D. Vest Investment Services and H.D. Vest Advisory Services () provides us with state-of-the-art, real-time technology, back office support systems, comprehensive research, due diligence, and an exceptional array of highly competitive, non-proprietary financial alternatives, securities and services.
Four Great, Unexpected Places to Raise a Family
Here are 4 great, and sometimes unexpected, places to raise a family.
Travel, Without the Baggage
Tips to avoid checking in luggage on your next vacation.
The History of Retirement
Do you know where the idea of “retirement” comes from?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Technology tips to make your next trip even better.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
There’s a link between debt and stress.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator can help you estimate how much you may need to save for retirement.
This calculator may help you estimate how long funds may last given regular withdrawals.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Assess whether you are running “in the black” or “in the red” each month.
This questionnaire will help determine your tolerance for investment risk.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
You’ve made investments your whole life. Work with us to help make the most of them.
It's easy to let investments accumulate like old receipts in a junk drawer.
There’s an alarming difference between perception and reality for current and future retirees.
A special needs trust helps care for a special needs child when you’re gone.
Smart investors take the time to separate emotion from fact.