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Rudd and Wisdom, Inc.
Financial Services Division

9500 Aboretum Blvd Ste 200
Austin, TX 78759

Phone:

(512) 346-1590

Fax:

(512) 345-7437

E-mail:

Welcome to the Rudd and Wisdom, Inc. Financial Services Division website, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.

The Financial Services Division of Rudd and Wisdom, Inc has created this website to help you gain a better understanding of the financial concepts behind investments, retirement planning, estate planning, budget setting and financial risk management. Most importantly, we hope that you will see the value of working with skilled, independent and noncomissioned compensated professionals in identifying and reaching financial goals whether for yourself or for your employees.

We’re here to help educate you about the basic concepts of
financial management and to help you learn more about who we are and the financial services we provide.

Thank you for your interest in the
financial planning and investment advisory services of Rudd and Wisdom, Inc.

Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

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Explains how future tax rules may impact deductibility of charitable donations.

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Describes benefits of volunteer travel for personal growth and giving back.

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The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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Use this calculator to estimate how much income and savings you may need in retirement.

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

How much will it cost to pay off a loan over its lifetime?

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck