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.
Six overlooked tax deductions to help manage your tax bill.
Learn about the average American budget in this fun and interactive piece.
Tax preparation may be the perfect time to give the household budget a check-up.
The uncertainties we face in retirement can erode our sense of confidence.
An inside look at how marginal income tax brackets work.
When considering life insurance, it's important to understand your options.
Estimate your monthly and annual income from various IRA types.
Use this calculator to estimate your capital gains tax.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator can help you estimate how much you may need to save for retirement.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
You’ve made investments your whole life. Work with us to help make the most of them.
A special needs trust helps care for a special needs child when you’re gone.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
That big list of dreams and goals isn't the only way to look at your bucket list.
When markets shift, experienced investors stick to their strategy.
Here’s a quick guide to checking to see if you have unclaimed money.