Zachary W. Herzog, Investment Adviser Representative
CEO, Wolfgang Capital
Zachary W. Herzog is an Investment Adviser Representative and the CEO of Wolfgang Capital, an Investment Adviser registered in the state of California. Zach is dedicated to helping retirees and pre-retirees protect their finances as a licensed life and health insurance agent (CA LIC# 0H085434) with Wolfgang Financial and Insurance Agency, an insurance planning firm in the greater Southern California area.
Phone: 951.200.5084 | Email: info@wolfgangc.com | Website: www.wolfgangc.com
Good Planning Can Reduce the Chances of Taxes Hurting Your Retirement Funds
tax planning
Good Planning Can Reduce the Chances of Taxes Hurting Your Retirement Funds
There are a lot of pieces to the retirement tax-planning puzzle, but lucky for you, that means you have a lot of options to help control your taxes.
March 27, 2021
An Active, Full Retirement Depends On Proactive Long-Term Planning
retirement
An Active, Full Retirement Depends On Proactive Long-Term Planning
The plans you make now need to take into account the effects they'll have 10 or 15 years down the road.
May 26, 2020
Review Your Retirement Plan to Consider SECURE Act Changes
retirement
Review Your Retirement Plan to Consider SECURE Act Changes
If you've been putting off learning about the effect on your retirement this new law holds, here's a quick wrap-up of what's new.
April 24, 2020