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.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Making Your Tax Bracket Work
Have you explored all of your choices when it comes to managing your taxable income?
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Couples may be able to head off many of the problems in a marriage that money can cause.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to estimate your capital gains tax.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Assess how many days you'll work to pay your federal tax liability.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are things you can do to keep yourself safe when you lose your wallet.
What if instead of buying that home, you invested that money?
A quick history of the Federal Reserve and overview of what it does.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead?