Here's What We Think

If you have already calculated your net worth and found that it’s lower than you expected, or that you need to increase it starting now; here are a few simple ways to help.

There's a difference between HOPING that you will become financially independent and doing what it takes to get there. In my experience in working with my personal CPA and estate attorney, I've come to realize that cost is only a factor in the absence of value. In those relationships, where I'm the client, if I feel I'm getting the value that I want, I am HAPPY to pay these professionals their keep. They are doing work I can't do, don't want to do, and are going above and beyond to take care of me? Yup, I'm a happy camper.

Every so often, I hear prospective clients seeking to attain "passive income" usually by way of rental properties; "How do I earn passive income," "How can I quickly increase my passive income," and the list of questions I hear continues...

What is the FIRST and MOST IMPORTANT part of the Financial Life Planning process? When we begin a new client's Financial Life Plan, we seek to answer 3 key questions that revolve around cash flow. We want you to be able to answer these questions definitively at the end of our planning process. This is all before we even touch on investments, tax coordination and insurance coverage...

The end of the year sparks something in a lot of us to start giving to charitable causes. For many people, the holiday season brings out the desire to give our money or our time to those less fortunate. But what if we were more purposeful with our giving strategy?

Often I get asked, "how do you get paid?" Most financial professionals talk about how important it is to have a financial plan, but then turn around and offer a "free plan" with an end game already in mind. At Drucker Wealth we are so committed to our financial planning process and know how much value our clients will derive from every step of our process and that is exactly why charge for it!