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.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
What can be learned from the savings rate?
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Investors who put off important investment decisions may face potential consequence to their future financial security.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
This calculator helps estimate your federal estate tax liability.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate the potential capital gains taxes due on your transactions.
Assess whether you are running “in the black” or “in the red” each month.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how much of your Social Security benefit may be considered taxable.
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.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
$1 million in a diversified portfolio could help finance part of your retirement.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
Recent changes in estate tax laws could affect the strategy you have in place.
When do you need a will? The answer is easy: right now.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
The decision whether to buy or rent a home may have long-term implications.