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Traywick Financial, LLC
334 2nd Ave, Suite 1B
Gallipolis, OH 45631

(740) 208-5542

The Latte Lie and Other Myths It Was the Best of Times, It Was the Worst of Times The Cost of Procrastination When Special Care Is Needed: The Special Needs Trust

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.


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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

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Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.

 

Catch-Up Contributions

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What If You Get Audited?

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Healthy Body, Healthy Pocketbook

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Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

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Enter various payment options and determine how long it may take to pay off a credit card.

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Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

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This questionnaire will help determine your tolerance for investment risk.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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Estimate the total cost in today's dollars of various mortgage alternatives.

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Principles that can help create a portfolio designed to pursue investment goals.

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The importance of life insurance, how it works, and how much coverage you need.

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There are some smart strategies that may help you pursue your investment objectives

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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

Tax Management Strategies

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

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To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Global and International Funds

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Agent Jane Bond is on the case, cracking the code on bonds.

It Was the Best of Times, It Was the Worst of Times

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