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Not sure of the right moves to make with your money or business? Take the next steps by creating your plan and starting your journey toward financial freedom.

Do you know a business owner, professional, or retiree that needs help with a plan or managing their money? Introduce them to our firm so they can get started on the right path.

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Rushman Wealth Management was established over 15 years ago with the goal to create completely objective financial plans for businesses and professionals to manage their money.  That journey continues today as the world's everchanging financial markets, client needs, and innovative solutions require constant fiduciary oversight.  We utilize a client centered planning approach to create customized solutions for business owners, entrepreneurs, and professionals.  Acting as a fiduciary for our clients, we only make recommendations that we believe are in their best interest.

 

 

Explains expanded uses making 529 plans more flexible.

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Explains how future tax rules may impact deductibility of charitable donations.

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Summarizes new 401(k) features introduced under the SECURE 2.0 Act.

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Describes how Roth accounts can generate tax-free retirement income.

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How much life insurance would you need to produce a sufficient income stream for your family?

Use this calculator to determine whether you qualify for the different types of IRAs.

Compare the potential future value of tax-deferred investments to that of taxable investments.

This calculator is designed to help you attach a dollar figure to your life’s work.

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