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.
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Helpful Content
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Healthy Body, Healthy Pocketbook
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Financial Strategies in a Post-DOMA World
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategie
Get Paid for Going Green
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Should You Choose a Fixed or Variable?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Insuring Your Business With a Buy/Sell Agreement
Buy/sell agreements are designed a business against the death of a principal or key employee.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
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Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
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Your DNA Test
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.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
When Do You Need a Will?
When do you need a will? The answer is easy: right now.
Rightsizing for Retirement
What does your home really cost?
Making Your Tax Bracket Work
Have you explored all of your choices when it comes to managing your taxable income?