Why Ray Wealth Management?
- We have over 30 years Experience in the Financial Services Industry, with more than 20 years as a Fully Licensed Financial Advisor
- We provide one-on-one Comprehensive Financial Planning, Advising, Retirement Planning, Wealth Management
- We Establish Long and Trusted Relationships
- We Simplify the Process of Investing and Managing Risk
- We Make Exceeding Service Expectations a Priority
Top New Digital Tools for Small Businesses
Apps that help small business owners better manage and grow their business.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Travel, Without the Baggage
Tips to avoid checking in luggage on your next vacation.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
There’s a link between debt and stress.
Healthy habits are one of the greatest gifts to give your child.
Five strategies for managing your student debt.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
This calculator helps estimate your federal estate tax liability.
This calculator can help determine whether it makes sense to refinance your mortgage.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how much you have the potential to earn during your working years.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
There are three things to consider before dipping into retirement savings to pay for college.
The market is as unpredictable as the weather. We’d love to help you prepare.
$1 million in a diversified portfolio could help finance part of your retirement.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Around the country, attitudes about retirement are shifting.
It's easy to let investments accumulate like old receipts in a junk drawer.