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 Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Financial Aid for Students 101
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Retirees traveling abroad need to know that their health insurance travels with them.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
An overview of some fundamental steps when a loved one passes.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Try these activities to keep your brain sharp.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Enter various payment options and determine how long it may take to pay off a credit card.
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
With alternative investments, it’s critical to sort through the complexity.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.