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.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Couples may be able to head off many of the problems in a marriage that money can cause.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Here are six flags that may make your tax return prime for an IRS audit.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This questionnaire will help determine your tolerance for investment risk.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate the total cost in today's dollars of various mortgage alternatives.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
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.
Learn more about taxes, tax-favored investing, and tax strategies.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Roth IRAs are tax advantaged in a different way from traditional IRAs.
The decision whether to buy or rent a home may have long-term implications.
Investors seeking world investments can choose between global and international funds. What's the difference?
Agent Jane Bond is on the case, cracking the code on bonds.
All about how missing the best market days (or the worst!) might affect your portfolio.