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.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Term insurance is the simplest form of life insurance. Here's how it works.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Gaining a better understanding of municipal bonds makes more sense than ever.
Learn when it may not make sense to file a claim on your home insurance.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
This calculator may help you estimate how long funds may last given regular withdrawals.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator demonstrates the power of compound interest.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator helps estimate your federal estate tax liability.
Determine your potential long-term care needs and how long your current assets might last.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
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
Making the most of surprises is a great reason to work with us.
The market is as unpredictable as the weather. We’d love to help you prepare.
With alternative investments, it’s critical to sort through the complexity.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Here are five facts about Social Security that might surprise you.