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.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Knowing the rules may help you decide when to start benefits.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate the potential capital gains taxes due on your transactions.
This calculator can help determine whether it makes sense to refinance your mortgage.
Assess how many days you'll work in 2012 to pay federal tax liability.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to estimate your income tax liability, along with average and marginal tax rates.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
Understanding the cycle of investing may help you avoid easy pitfalls.
Why are 401(k) plans, annuities, and IRAs so popular?
Smart investors take the time to separate emotion from fact.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
When do you need a will? The answer is easy: right now.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.