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.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Ascertaining the value of your business is important for a variety of reasons.
For many, retirement includes contributing their time and talents to an organization in need.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
As our nation ages, many Americans are turning their attention to caring for aging parents.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
When to start? Should I continue to work? How can I maximize my benefit?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Assess whether you are running “in the black” or “in the red” each month.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
There are hundreds of ETFs available. Should you invest in them?
You’ve made investments your whole life. Work with us to help make the most of them.
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.
Agent Jane Bond is on the case, cracking the code on bonds.
Learn how to harness the power of compound interest for your investments.