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.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Making Your Tax Bracket Work
Have you explored all of your choices when it comes to managing your taxable income?
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
In investments, one great debate asks the question, “Active or Passive Investing: Which is Better?”
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Gaining a better understanding of municipal bonds makes more sense than ever.
For some, the social impact of investing is just as important as the return—perhaps, more important.
A look inside the U.S. government's statistics on household net worth.
A change in your mindset during retirement may drive changes to your portfolio.
This calculator can help you estimate how much you may need to save for retirement.
This calculator demonstrates the power of compound interest.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator shows how inflation over the years has impacted purchasing power.
Assess whether you are running “in the black” or “in the red” each month.
This calculator may help you estimate how long funds may last given regular withdrawals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
Learn how to harness the power of compound interest for your investments.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
A bucket plan can help you be better prepared for a comfortable retirement.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Three things to consider before dipping into retirement savings to pay for college.