top of page
Three hikers on snowy mountain ridge

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.

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.

Want to learn more about finances and get market commentary? Sign up for our email list to be included to receive helpful emails pertaining to financial planning.

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.

Details 401(k) contribution and catch-up limits for maximizing savings.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

The retirement savings landscape has changed dramatically over the past 50 years. How might these developments affect tomorrow's retirees?

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

This article provides an overview of rules, options, and strategies for taking required minimum distributions (RMDs).

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

This calculator can help you estimate your annual federal income tax liability.

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

How Long Will Your Funds Last?

bottom of page