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.
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Why You Need an Estate Strategy
Do you have an estate strategy? You should.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Lifestyle considerations in creating your retirement portfolio.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Military families face unique challenges, making personal finance even more critical.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator can help you estimate how much you should be saving for college.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This questionnaire will help determine your tolerance for investment risk.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
Do you have causes that you want to support with donations? Here are three tips.
Understanding the cycle of investing may help you avoid easy pitfalls.
Making the most of surprises is a great reason to work with us.
Here is a quick history of the Federal Reserve and an overview of what it does.
There are three things to consider before dipping into retirement savings to pay for college.
Investors seeking world investments can choose between global and international funds. What's the difference?