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.
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
18 Years Worth of Days
The average retirement lasts for 18 years. Are you prepared to fill that many days?
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
If you find it hard to attain personal life goals, there’s an app for that!
Beware of these traps that could upend your retirement.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Is your estate in order? This short quiz may help you assess your overall strategy.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
This calculator shows how inflation over the years has impacted purchasing power.
Assess whether you are running “in the black” or “in the red” each month.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator helps estimate your federal estate tax liability.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to assess the potential benefits of a home mortgage deduction.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
Smart investors take the time to separate emotion from fact.
When should you take your Social Security benefit?
Learn how to harness the power of compound interest for your investments.
Here are five facts about Social Security that might surprise you.
Here is a quick history of the Federal Reserve and an overview of what it does.
Why are 401(k) plans, annuities, and IRAs so popular?