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
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
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Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Capital Gains Tax Estimator
Use this calculator to estimate your income tax liability, along with average and marginal tax rates.
Saving for College
This calculator can help you estimate how much you should be saving for college.
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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
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
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Making Your Tax Bracket Work
Have you explored all of your choices when it comes to managing your taxable income?
Will You Pay the AMT?
Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
The Other Sure Thing
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.
Women and Retirement
Women are great at multi-tasking. But many drop the ball when preparing for retirement.