Understanding Today’s Financial Environment
Welcome to Traywick Financial and we are financial professionals serving Tri-State area. We understand that individuals face unique challenges as they prepare for retirement. We strive to help take the mystery out of preparing for today and tomorrow. Whether your goal is saving for retirement, college savings, or estate planning strategies, our personalized service focuses on your needs, wants, financial goals and objectives.
We have years of experience in the financial services and insurance industry. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (740) 208-5542.
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
This worksheet can help you estimate the costs of a four-year college program.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Understanding how a stock works is key to understanding your investments.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Assess how many days you'll work to pay your federal tax liability.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator demonstrates the power of compound interest.
This calculator helps estimate your federal estate tax liability.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This questionnaire will help determine your tolerance for investment risk.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
Here is a quick history of the Federal Reserve and an overview of what it does.
There’s been a lot of talk about Tax Reform. What might it look like?
With alternative investments, it’s critical to sort through the complexity.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.