A Better Way to Manage your Business

 

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401(k)

What to do with your 401(k), move it or leave it?

If you leave your job there are important decisions to be made regarding your 401(k) that could have a big impact on your retirement savings.

Casualty Loss

Hang on to Your Tax Deductions in a Disaster Area

If you do suffer a loss to your home that is located in a federally declared disaster area, calculating the deductible portion of the loss can be complicated and confusing

Rules for better Investment Performance

Basic Rules to Better Investment Performance

When it comes to investing, keep it simple! These basic rules could help better your investment performance.

Bookkeeping, Accounting

Bookkeeping solutions can save you time and money

Let’s face it, small business owners are advanced at multitasking. The amount of different bookkeeping and accounting apps and online services has increased significantly. The challenge today is to find the bookkeeping solution that is right for your business and helps you save time without overpaying for services.

Save on taxes using a Donor Advised Fund

I’m here to tell you about a key charitable giving strategy. The Donor Advised Fund is a great way to fulfill your philanthropic goals and also strategize to save on taxes.

A Smarter Way to Manage your Money

 

Discover RW Wealth Management  Learn More >>

 

 

Investment Management

Gain peace of mind by partnering with our trusted advisors.

Tax Services

Tax Law is Complex and constantly changing.  Our professionals will guide you through the challenging regulatory environment.

Accounting Services

Focus on your Business not your books.  Let us help you streamline your accounting.

Connect with us

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Darlene Westberry

Darlene Westberry

Shareholder and Senior Staff Accountant

 

Nora Worrell

Nora Worrell

Shareholder and CERTIFIED FINANCIAL PLANNER™

Hal Ringeisen

Hal Ringeisen

Shareholder and Certified Public Accountant

 

Dan Worrell

Dan Worrell

Shareholder and Certified Public Accountant

 

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