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?
Why Regular Rebalancing Makes Sense
Without your knowing, your investment portfolio could be off-kilter.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Here are five facts about Social Security that are important to keep in mind.
Here are six flags that may make your tax return prime for an IRS audit.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Understanding how a stock works is key to understanding your investments.
Use this calculator to estimate your capital gains tax.
Assess how many days you'll work to pay your federal tax liability.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator will help determine whether you should invest funds or pay down debt.
Help determine the required minimum distribution from an IRA or another qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Do you have causes that you want to support with donations?
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Making the most of surprises is a great reason to work with us.
Learn about what risk tolerance really means in this helpful and insightful video.
For women, retirement strategy is a long race. It’s helpful to know the route.