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.
Do You Owe The AMT?
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.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
How to help determine life insurance needs to provide for your family after you pass away.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
It sounds simple, but paying yourself first can really pay off.
Taking regular, periodic withdrawals during retirement can be quite problematic.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate the potential capital gains taxes due on your transactions.
Estimate your monthly and annual income from various IRA types.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Smart investors take the time to separate emotion from fact.
$1 million in a diversified portfolio could help finance part of your retirement.
There’s an alarming difference between perception and reality for current and future retirees.
Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.
Recent changes in estate tax laws could affect the strategy you have in place.