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.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
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.
Healthy Body, Healthy Pocketbook
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Don't let procrastination keep you from pursuing your financial dreams and goals.
An inside look at how marginal income tax brackets work.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Determine your potential long-term care needs and how long your current assets might last.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to compare the future value of investments with different tax consequences.
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.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Recent changes in estate tax laws could affect the strategy you have in place.
The decision whether to buy or rent a home may have long-term implications.
If you died, what would happen to your email archives, social profiles and online accounts?
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.