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.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
There are four very good reasons to start investing. Do you what they are?
Five phases to changing unhealthy behaviors.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
The uncertainties we face in retirement can erode our sense of confidence.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Understanding how capital gains are taxed may help you refine your investment strategies.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to estimate your capital gains tax.
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.
Estimate your monthly and annual income from various IRA types.
Estimate the total cost in today's dollars of various mortgage alternatives.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
The decision whether to buy or rent a home may have long-term implications.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Have you explored all of your choices when it comes to managing your taxable income?
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.