Welcome to Seward Wealth Management
We are committed to helping local families and businesses in Northeastern Ohio (and beyond) pursue their financial goals.
We offer a personalized and customized approach to address your financial needs from our office in Fairlawn. Our staff has combined experience of 35 years in the financial services industry.
The primary financial areas that we help you address and resolve are:
- The amount of money you will need to save for retirement
- Customized planning to fund your retirement
- Tax saving strategies
- Guidance with the estate planning process
We believe that even small improvements in your estate and tax planning, investment management, and risk management strategies can make a significant difference in your financial situation over time.
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
Tax Reform: Before and After
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
There are ways to improve your physical fitness without denting your fiscal fitness.
What kind of auto insurance should you have? Do you know?
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator can help you estimate how much you may need to save for retirement.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to assess the potential benefits of a home mortgage deduction.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
It’s never a bad time to speak with your financial advisor about changes in your situation.
How will you weather the ups and downs of the business cycle?
Smart investors take the time to separate emotion from fact.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
The decision whether to buy or rent a home may have long-term implications.