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 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Do You Feel Lucky?
Recent changes in estate tax laws could affect the strategy you have in place.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Couples may be able to head off many of the problems in a marriage that money can cause.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
A letter of instructions provides additional and more personal information regarding your estate.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Enter various payment options and determine how long it may take to pay off a credit card.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator can help you estimate how much you should be saving for college.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
A bucket plan can help you be better prepared for a comfortable retirement.
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
Three things to consider before dipping into retirement savings to pay for college.
Learn how to harness the power of compound interest for your investments.
$1 million in a diversified portfolio could help finance part of your retirement.