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.
Rightsizing for Retirement
What does your home really cost?
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
It's important to make sure your retirement strategy anticipates health-care expenses.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to estimate your capital gains tax.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to better see the potential impact of compound interest on an asset.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
Making the most of surprises is a great reason to work with us.
Why are 401(k) plans, annuities, and IRAs so popular?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
What is your plan for health care during retirement?