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.
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to compare the future value of investments with different tax consequences.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Enter various payment options and determine how long it may take to pay off a credit card.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
It’s never a bad time to speak with your financial advisor about changes in your situation.
Around the country, attitudes about retirement are shifting.
Are you ready for retirement? Here are five words you should consider.
With alternative investments, it’s critical to sort through the complexity.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
The market is as unpredictable as the weather. We’d love to help you prepare.