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.
Newsletters
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HOT TOPIC: What’s in the New Tax Legislation?
This article provides an overview of some key provisions in the new tax law, commonly called the One Big Beautiful Bill Act.
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Medicare or Medicaid?
It’s easy to confuse Medicare and Medicaid, but there are important differences between the programs.
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Online Shopping in the Tariff Era
Even small online purchases that are shipped from outside the United States must now pass through customs — and are likely to incur duties.
Calculators
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Lease Payment
How much would your monthly lease payment be?