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.
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
Retiree Health Care Coverage Overseas
Retirees traveling abroad need to know that their health insurance travels with them.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
Is your estate in order? This short quiz may help you assess your overall strategy.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
There are four very good reasons to start investing. Do you what they are?
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator can help you estimate how much you should be saving for college.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate your monthly and annual income from various IRA types.
Assess how many days you'll work to pay your federal tax liability.
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.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
With alternative investments, it’s critical to sort through the complexity.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?