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
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Tips on insuring your teen driver.
Overview of Medicare Advantage, what’s in them, special rules, and more.
If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
What role would taxes play in your investment decisions?
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Use this calculator to assess the potential benefits of a home mortgage deduction.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how much you have the potential to earn during your working years.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
When do you need a will? The answer is easy: Right Now.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
A special needs trust helps care for a special needs child when you’re gone.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.