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.
Women on the Rise
Explore the growing influence women wield over the economy with this handy infographic.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
The latest trends in travel reflect a rich menu of exciting new possibilities.
Try these activities to keep your brain sharp.
Medicare’s popular program, offering free gym membership and health education.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Currency has been around for a long time. Here’s a quick history lesson.
Tips on insuring your teen driver.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how much you have the potential to earn during your working years.
This calculator demonstrates the power of compound interest.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
What is your plan for health care during retirement?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Smart investors take the time to separate emotion from fact.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.