Looking For Answers About Your Upcoming Retirement?
Welcome to Retirement & Wealth Advisors Website, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.
We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.
We're here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.
Contact Gary Demee at Retirement & Wealth Advisors. With Over 35 years of experience in the financial industry, he understands the risks and rewards of moving your retirement savings for retirement into income for retirement.
Call today and schedule your FREE retirement income review! Retirement and Wealth Advisors' projected income plan outlines different strategies that mat be used to support your standard of living.
Newsletters
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Small Business: Coping with the End of De Minimis Imports
Small businesses must now pay duties on low-value goods they could previously source inexpensively from China and elsewhere.
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Index Funds: Traditional and Not-So-Traditional
While all index funds attempt to track the performance of a market index, there are hundreds of indexes and at least two alternate approaches to traditional indexing.
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New Auto Loan Interest Deduction Explained
The One Big Beautiful Bill Act (OBBBA) provides an annual deduction of up to $10,000 for interest paid on qualifying new auto loans, effective for tax years 2025 through 2028.
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Media Trends: Where Have All the Readers Gone?
The majority of Americans read few books over the last year, while the number of weekly podcast listeners has been rising.
Calculators
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Car Affordability
How much can you afford to pay for a car?
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.