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 Ivory Tower Changes Wall Street
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
When to start? Should I continue to work? How can I maximize my benefit?
Knowing the rules may help you decide when to start benefits.
Six overlooked tax deductions to help manage your tax bill.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator can help you estimate how much you may need to save for retirement.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
What if instead of buying that vacation home, you invested the money?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
Are Real Estate Investment Trusts right for your portfolio?
Recent changes in estate tax laws could affect the strategy you have in place.
Taking your Social Security benefits at the right time may help maximize your benefit.