Understanding Today’s Financial Environment
Welcome, we are Raymond Wesley Wealth Management, a financial organization in Irvine, CA. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. 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.Contact Us
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.
When to start? Should I continue to work? How can I maximize my benefit?
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Assess how many days you'll work to pay your federal tax liability.
This calculator demonstrates the power of compound interest.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator shows how inflation over the years has impacted purchasing power.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement 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
Using smart management to get more of what you want and free up assets to invest.
What are your options for investing in emerging markets?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Do you have causes that you want to support with donations?
Here are five facts about Social Security that might surprise you.
What is your plan for health care during retirement?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.