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Surprise! You’ve Got Money! RE: Retirement 18 Years Worth of Days Bridging the Confidence Gap
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"Financial success is a journey, not a destination."

My personal believe is to create a suitable plan for each individual client. I am not afraid to challenge conventional approach to investing and preserving your wealth. Therefore, all of my energy, commitment, and efforts are to focuses on you, the client, and your satisfaction.

My mission is to get to know and understand your needs, wants, and long-term goals. I want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. 

I understand the challenges families face today. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. My commitment is to utilize all resources to help you pursue your goals. At Webster Wealth Management LLC, I have the client—and only the client—in mind. 

Helpful Content

The Power of Tax-Deferred Growth

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Problems with Probate

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

Earnings for All Seasons

Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?

 

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

Global vs. International: What’s The Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

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What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

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