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.
Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
It's important to make sure your retirement strategy anticipates health-care expenses.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
A change in your mindset during retirement may drive changes to your portfolio.
Understanding the economy's cycles can help put current business conditions in better perspective.
This calculator demonstrates the power of compound interest.
This calculator helps estimate your federal estate tax liability.
This calculator can help you estimate how much you should be saving for college.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how much of your Social Security benefit may be considered taxable.
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.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Making the most of surprises is a great reason to work with us.
The market is as unpredictable as the weather. We’d love to help you prepare.
Smart investors take the time to separate emotion from fact.
What does your home really cost?
How will you weather the ups and downs of the business cycle?