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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.

Introductions

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.

Start A Plan

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.

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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.

What Can You Learn from Your Tax Return?

Tax season may be over, but a completed tax return offers information that can help with financial strategy for the rest of the year.

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Keeping Cool in Volatile Markets

Overreacting to market movements or trying to 'time the market' by guessing its future direction can create additional risk that could negatively affect long-term portfolio performance.

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Separately Managed Accounts: Tax-Efficiency and Tailored for You

With SMAs, investors have the flexibility to fine-tune their asset allocations for their own unique circumstances and better manage their tax liability.

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Charitable Gifts of Life Insurance

Explains using life insurance to make meaningful charitable donations.

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Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Required Minimum Distributions

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

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Mortgage Acceleration

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

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