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.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Taking regular, periodic withdrawals during retirement can be quite problematic.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Term insurance is the simplest form of life insurance. Here's how it works.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Estimate how much you have the potential to earn during your working years.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate the total cost in today's dollars of various mortgage alternatives.
Assess how many days you'll work in 2012 to pay federal tax liability.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
There’s an alarming difference between perception and reality for current and future retirees.
$1 million in a diversified portfolio could help finance part of your retirement.
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.
Have you explored all of your choices when it comes to managing your taxable income?
Here are five facts about Social Security that might surprise you.