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.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Here's a breakdown of how the federal government spends your tax money.
Here are some simple and inexpensive energy-saving tips that may help you save money.
When considering life insurance, it's important to understand your options.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Assess how many days you'll work to pay your federal tax liability.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Assess whether you are running “in the black” or “in the red” each month.
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.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
What does your home really cost?
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Investors seeking world investments can choose between global and international funds. What's the difference?
Here are five facts about Social Security that might surprise you.