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
-
Individual Bonds vs. Bond Funds: What’s the Difference?
Individual bonds and bond funds can both provide an income stream, but there are important differences. This article provides an overview of these two types of investments.
-
It’s Your Money: Why Not Get Your Withholding Right?
Did you owe money at tax time or receive a large refund? This article discusses the types of situations in which taxpayers should consider adjusting their withholding.
-
HDHP/HSA Pairing May Help Control Medical Costs
High-deductible health plans offer potential savings by encouraging cost-effective choices in medical spending, as well as eligibility for a health savings account with tax advantages.
Calculators
-
Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
-
Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
-
Car Affordability
How much can you afford to pay for a car?
-
IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.