Skip to main content
Equitable logo DBA Logo
Equitable logo DBA Logo
  • Home
  • About Us
    • Our Mission
    • Our Services
    • Our Professionals
    • Equitable Advisors
    • Equitable Advisors and You
    • My Wharton Experience
    • Newsletters By Mail
  • Learning Center
    • Retirement Resource Center
    • Annuity
    • Life Insurance
    • Investing
    • Other Learning Tools
      • Social Security On line
      • Medicare
      • Eldercare Locator
      • AARP
    • Tax Library
      • Federal Tax Forms
      • Federal Tax Rates
      • Federal Tax Publications
      • Federal Tax Calendar
      • TaxWise Strategies
      • Federal Income Tax Calculator
    • Other Financial Topics
  • Working With Us
    • Strategies for Individuals
    • Strategies for Businesses
    • Extensive Provider Choices
    • Share Your Love
    • Discovery Process
      • Discovery Survey Form
      • Risk Tolerance Questionnaire
      • Helpful Resources
    • Periodic Review Survey
    • Client Profile
      • Individual Client Profile
      • Entity Client Profile
      • Education Funding Profile
    • 403b/457 Salary Reduction Forms
  • Market Watch
    • LPL Commentaries
  • Client Resources
    • Account Resources
    • Beneficiary Resources
  • Contact Us
    • Appointment Sign-up
    • Customer Service Contacts
    • Careers
    • Login / Register

The Kurtz & Associates

29 S. F Street Hamilton, OH 45011

Phone:

  • 5138949600

E-mail:

  • david@kurtzandassociates.com
  • Facebook

Contact Us

Please feel free to contact us with any questions.

Contact Us

Flipbooks

You can review interesting Flipbooks on my site.

View Flipbooks

Calculators

You can review interesting calculators on my site.

View Calculators

Newsletters

  • Watch Out for These Financial Pitfalls in the New Year

    Financial opportunities and potential pitfalls can appear at any time. Here are common money mistakes to avoid at various stages of life.

  • Should You Pay Off Student Loans Early or Save More for Retirement?

    Wondering whether you should pay off student loan debt today or save for the future? Here are some considerations to help make the decision.

  • All-in-One Funds: Targeting Time or Risk?

    This article discusses target-date funds and lifestyle funds, with the more common of the two based on time horizon rather than risk.

  • Putting Your Nest Egg in Three Baskets

    Find out how understanding sequence-of-returns risk could help you develop a three-prong distribution strategy for retirement.

More Newsletters »

Calculators

  • Life Insurance

    How much life insurance would you need to produce a sufficient income stream for your family?

  • College Funding

    Use this calculator to estimate the cost of your child’s education, based on the variables you input.

  • Tax-Deferred Savings

    Compare the potential future value of tax-deferred investments to that of taxable investments.

  • Retirement Portfolio Lifespan

    How Long Will Your Funds Last?

More Calculators »

David Kurtz has earned the Retirement Planning Specialist (RPS) title. The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliated life insurance carrier, coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact us at atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com.

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.

Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Kurtz & Associates is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

Link to equitable.com

Privacy Policy

  • Site Map

We're here to help you navigate through this unprecedented time. Read Perspectives on the market and COVID-19.

 

 

 

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck