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 Junk Drawer Approach to Investing
It's easy to let investments accumulate like the junk in a junk drawer.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
The tax rules that govern donating art are complex and confusing. Take a closer look.
To choose a plan, it’s important to ask yourself four key questions.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Estimate how much of your Social Security benefit may be considered taxable.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate your monthly and annual income from various IRA types.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator can help you estimate how much you may need to save for retirement.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
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.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
What if instead of buying that home, you invested that money?
Investors seeking world investments can choose between global and international funds. What's the difference?
What are your options for investing in emerging markets?
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.