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.
A Primer on Dividends
A company's profits can be reinvested or they can be paid out to the company’s shareholders as “dividends."
Systematic Withdrawals in Retirement - Clear and Wrong?
Taking regular, periodic withdrawals during retirement can be quite problematic.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Ascertaining the value of your business is important for a variety of reasons.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
In investments, one great debate asks the question, “Active or Passive Investing: Which is Better?”
An increasing number have been developed to help individuals with their personal finances.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their futures to chance.
Don't let procrastination keep you from pursuing your financial dreams and goals.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how much income may be needed at retirement to maintain your standard of living.
Assess whether you are running “in the black” or “in the red” each month.
This calculator demonstrates the power of compound interest.
Use this calculator to assess the potential benefits of a home mortgage deduction.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
There are things you can do to keep yourself safe when you lose your wallet.
Pundits say a lot of things about the markets. Let's see if you can keep up.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Estate conservation is too important to put off. Do you have a smart exit strategy?