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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.

This article provides an overview of rules, options, and strategies for taking required minimum distributions (RMDs).

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Covers benefits of personal umbrella insurance for large liability claims.

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The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

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It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

How Long Will It Take to Pay my Balance?

How Long Will Your Funds Last?

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

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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