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.
Personal Finance Calendar
Use this handy calendar to remember the year’s most important financial dates.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Military families face unique challenges, making personal finance even more critical.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Life insurance proceeds are generally tax-free. But not in all cases.
Good employee health can be great for the company’s bottom line.
Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how much income may be needed at retirement to maintain your standard of living.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how much you have the potential to earn during your working years.
Using smart management to get more of what you want and free up assets to invest.
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.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
When do you need a will? The answer is easy: Right Now.
Make your retirement as exciting as your next vacation.
Taking your Social Security benefits at the right time may help maximize your benefit.
Even low inflation rates can pose a threat to investment returns.
How will you weather the ups and downs of the business cycle?