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9500 Aboretum Blvd Ste 200
Austin, TX 78759

Phone:

(512) 346-1590

Fax:

(512) 345-7437

E-mail:

Welcome to the Rudd and Wisdom, Inc. Financial Services Division website, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.

The Financial Services Division of Rudd and Wisdom, Inc has created this website to help you gain a better understanding of the financial concepts behind investments, retirement planning, estate planning, budget setting and financial risk management. Most importantly, we hope that you will see the value of working with skilled, independent and noncomissioned compensated professionals in identifying and reaching financial goals whether for yourself or for your employees.

We’re here to help educate you about the basic concepts of financial management and to help you learn more about who we are and the financial services we provide.

Thank you for your interest in the financial planning and investment advisory services of Rudd and Wisdom, Inc.

Consider Roth for Tax-Free Income

Describes how Roth accounts can generate tax-free retirement income.

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Investing with Market Cap in Mind

Shows how combining small-, mid- and large-cap funds enhances diversification.

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Voluntourism: A Vacation That Makes a Difference

Describes benefits of volunteer travel for personal growth and giving back.

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HOT TOPIC: What’s in the New Tax Legislation?

Provides an overview of key provisions in the new "One Big Beautiful Bill Act."

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Retirement Plan Early Distribution

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

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Car Affordability

How much can you afford to pay for a car?

Savings Accumulation

Estimate the future value of your current savings.

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