2^nd Opinion Service

In this challenging economy, you may be in a complex situation or just unhappy with the advice from your financial advisor—it’s not uncommon. We believe that many successful investors would value a second opinion on their finances.

In order to help people achieve their financial goals, we have created a complimentary second-opinion service. We’re pleased to offer you the same expertise and guidance that our clients have come to expect.Read More

So many aspects of our lives can be found in our email inboxes. Messages from our banks on recent transactions, promotions from our favorite places to shop, updates from school, work, daycare … the list goes on.

It’s no surprise, then, that when we get an email from an organization we recognize (or think we recognize) most of us tend to open it without giving it a second thought. But that can be extremely dangerous.Read More

As the end of the year approaches, it’s time to consider strategies that could help you reduce your tax bill. But most tax tips, suggestions, and strategies are of little practical help without a good understanding of your current tax situation. This is particularly true for year-end planning. You can’t know where to go next if you don’t know where you are now.

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Data breaches have become far too common…In 2019, nearly 1,500 companies were hit with data breaches, according to the Identity Theft Resource Center, which led to more than 164 million sensitive records like passport and Social Security numbers being exposed.Read More

Although it may be hard to think past the seemingly endless year that is 2020, it’s a mistake to not save for the future. In order to take full advantage of compound interest and tax perks, you’ve got to plan ahead for retirement.

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Selecting beneficiaries for retirement benefits is different from choosing beneficiaries for other assets such as life insurance. With
retirement benefits, you need to know the impact of income tax and estate tax laws in order to select the right beneficiaries.

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2^nd Opinion Service

In this challenging economy, you may be in a complex situation or just unhappy with the advice from your financial advisor—it’s not uncommon. We believe that many successful investors would value a second opinion on their finances.

In order to help people achieve their financial goals, we have created a complimentary second-opinion service. We’re pleased to offer you the same expertise and guidance that our clients have come to expect.Read More

In today’s corporate environment, cost cutting, restructuring, and downsizing are the norm, and many employers are offering their employees early retirement packages. But how do you know if the seemingly attractive offer you’ve received is a good one? By evaluating it carefully to make sure that the offer fits your needs.

Read full article here… https://www.aurochsfinancial.com/wp-content/uploads/2020/11/Evaluating-an-Early-Retirement-Offer.pdf

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2^nd Opinion Service

In this challenging economy, you may be in a complex situation or just unhappy with the advice from your financial advisor—it’s not uncommon. We believe that many successful investors would value a second opinion on their finances.

In order to help people achieve their financial goals, we have created a complimentary second-opinion service. We’re pleased to offer you the same expertise and guidance that our clients have come to expect.Read More