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.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
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.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how much you have the potential to earn during your working years.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Assess whether you are running “in the black” or “in the red” each month.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
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.
There are some smart strategies that may help you pursue your investment objectives
Smart investors take the time to separate emotion from fact.
Investors seeking world investments can choose between global and international funds. What's the difference?
What if instead of buying that vacation home, you invested the money?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Roth IRAs are tax advantaged in a different way from traditional IRAs.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.