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.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Building Your Legacy
A four-step framework for building a personal legacy.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Five creative (and inexpensive) ideas for motivating your employees.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
For homeowners who think their property taxes are too high, there are ways to appeal.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator shows how inflation over the years has impacted purchasing power.
This questionnaire will help determine your tolerance for investment risk.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator demonstrates the power of compound interest.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
It’s never a bad time to speak with your financial advisor about changes in your situation.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
All about how missing the best market days (or the worst!) might affect your portfolio.
What does your home really cost?
How will you weather the ups and downs of the business cycle?