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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Much Ado About RMDs
This article provides an overview of the changes the SECURE 2.0 Act made and a brief explanation of how to calculate required minimum distributions from tax-advantaged retirement accounts.
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New Medicare Rules Tackle Prescription Drug Prices
The Inflation Reduction Act of 2022 included provisions intended to lower prescription drug costs for Medicare enrollees and slow drug spending by the federal government.
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How to Kill Your Zombie Subscriptions
With inflation cutting into consumers’ purchasing power, getting rid of a few unnecessary recurring charges could be a painless way to help balance the household budget.
Calculators
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.