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
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
Earnings season can move markets. What is it and why is it important?
There are ways to improve your physical fitness without denting your fiscal fitness.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
There are common mistakes you can avoid when saving for retirement.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Assess whether you are running “in the black” or “in the red” each month.
Estimate your monthly and annual income from various IRA types.
This calculator can help you estimate how much you may need to save for retirement.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Do you have causes that you want to support with donations? Here are three tips.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
When should you take your Social Security benefit?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Do you know how to set up your financial goals for success? This knight does.
There are a few things to consider when buying or leasing your next vehicle.