WOOD & ASSOCIATES Tax and Wealth Management, LLC
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.
Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
The History of Currency
Currency has been around for a long time. Here’s a quick history lesson.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
It may help your business be better prepared in the event of the death of a principal or key employee.
Knowing the rules may help you decide when to start benefits.
Building wealth requires protection from the forces of wealth destruction.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Lifestyle considerations in creating your retirement portfolio.
One of the most common questions people ask about Social Security is when they should start taking benefits.
This calculator helps estimate your federal estate tax liability.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate your monthly and annual income from various IRA types.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to assess the potential benefits of a home mortgage deduction.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
Peer-to-peer payment apps are one of the newest ways to send money.
For women, retirement strategy is a long race. It’s helpful to know the route.
What is your plan for health care during retirement?
A special needs trust helps care for a special needs child when you’re gone.
Make your retirement as exciting as your next vacation.
If you died, what would happen to your email archives, social profiles and online accounts?