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Three hikers on snowy mountain ridge

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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 a borrower can lower monthly payments by recasting a mortgage.

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Nearly half of retirees retired earlier than planned; steps to help prepare for unexpected retirement.

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Describes financial burdens associated with end-of-life care and funerals.

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Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

This calculator can help you determine how soon you can pay off your mortgage.

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