Welcome to Wexford Financial Strategies
Many of our clients felt as though their financial life was disorganized. They also found they were receiving advice from too many financial professionals which is confusing. These are just two reasons they sought the advice of Wexford Financial Strategies.
Click here to see our 4-step approach.
Do You Feel Lucky?
Recent changes in estate tax laws could affect the strategy you have in place.
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Understanding the value of a home warranty.
A quick look at how federal income taxes work.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much you have the potential to earn during your working years.
This calculator can help you estimate how much you should be saving for college.
This calculator compares the financial impact of leasing versus buying an automobile.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead?
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
There are things you can do to keep yourself safe when you lose your wallet.
Here are five facts about Social Security that might surprise you.
$1 million in a diversified portfolio could help finance part of your retirement.