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.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
How long does a $20 bill last?
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
A change in your mindset during retirement may drive changes to your portfolio.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Tax preparation may be the perfect time to give the household budget a check-up.
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 estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator can help determine whether it makes sense to refinance your mortgage.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Do you know how to set up your financial goals for success? This knight does.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
There’s an alarming difference between perception and reality for current and future retirees.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Do you have causes that you want to support with donations? Here are three tips.