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.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
For some, the social impact of investing is just as important as the return, perhaps more important.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
The true cost of raising a child may be far more than you expect.
Healthy habits are one of the greatest gifts to give your child.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
This calculator demonstrates the power of compound interest.
Estimate how much you have the potential to earn during your working years.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator can help you estimate how much you should be saving for college.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
When do you need a will? The answer is easy: right now.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Three things to consider before dipping into retirement savings to pay for college.
Agent Jane Bond is on the case, covering how bond laddering works.
What does your home really cost?