Zachary W. Herzog, Investment Adviser Representative
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
Latest articles by Zachary W. Herzog, Investment Adviser Representative
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Good Planning Can Reduce the Chances of Taxes Hurting Your Retirement Funds
tax planning 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.
By Zachary W. Herzog, Investment Adviser Representative Published
tax planning -
Review Your Retirement Plan to Consider SECURE Act Changes
retirement 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.
By Zachary W. Herzog, Investment Adviser Representative Published
retirement -
An Active, Full Retirement Depends On Proactive Long-Term Planning
retirement The plans you make now need to take into account the effects they'll have 10 or 15 years down the road.
By Zachary W. Herzog, Investment Adviser Representative Published
retirement