Daniel Krug & Associates
Daniel Krug & Associates, Inc. is a comprehensive wealth management firm specializing in Financial, Tax and Estate Planning, serving the tri county area. With roots dating back to 1994, Daniel Krug co-founded CKS Summit Group. Daniel Krug & Associates spun off in 2004, with an understanding that clients needed a more comprehensive approach to navigating the ever-changing financial world. Our clients are looking for a firm that takes a personal approach. A firm that helps create solutions for achieving their goals with a sense of commitment and a dedication to truth. They understand that it takes a team approach bringing together the financial, legal and tax professionals, working together to establish a plan of action to achieve their goals. Through this approach we have developed our client family, reaching out, nurturing and maintaining close, trusting relationships with each of our clients.
You worked hard for your money and you’re in this for the long run. We at Daniel Krug & Associates share that same philosophy. Isn’t it time to let us work hard for you?
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Protection Against Uninsured Drivers
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Tax preparation may be the perfect time to give the household budget a check-up.
The uncertainties we face in retirement can erode our sense of confidence.
Don't let procrastination keep you from pursuing your financial dreams and goals.
When you’re married and have children, insurance needs will be different.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to compare the future value of investments with different tax consequences.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
The market is as unpredictable as the weather. We’d love to help you prepare.
Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video.
If you died, what would happen to your email archives, social profiles and online accounts?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Here’s a quick guide to checking to see if you have unclaimed money.
Learn how to harness the power of compound interest for your investments.