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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.

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We are a team of experienced professionals, ready to help with your financial issues and concerns.

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At Raymond Wesley Wealth Management Our Core Principles guide every interaction we have with our clients. 

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Our independence is your advantage. 

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Estimate how long your retirement savings may last using various monthly cash flow rates.

The Utility of Sector Investing

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Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

 

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Overview of Medicare Advantage, what’s in them, special rules, and more.

Capital Gains Tax When Selling Your Home

If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.

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Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

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What role would taxes play in your investment decisions?

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Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.

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Home Mortgage Deduction

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

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With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

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Estimate how much you have the potential to earn during your working years.

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This calculator compares the net gain of a taxable investment versus a tax-favored one.

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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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Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Where Is the Market Headed?

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Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

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