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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.

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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 how future tax rules may impact deductibility of charitable donations.

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This article explains newly implemented and upcoming tariffs and their potential economic impact.

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Even small online purchases that are shipped from outside the United States must now pass through customs - and are likely to incur duties.

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Explains hybrid life+LTC policies that can provide care benefits or a death benefit.

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Estimate the future value of your current savings.

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

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

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