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Florida Wealth Counseling - DeLand, FL

145 East Rich Ave, Suite A, DeLand, FL 32724

 
No One Strategy Fits Everyone Long-Term Relationships Understanding Your Goals The Facts About Income Taxes

Individual, Estate & Trust

We can help make your life less taxing.

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Business

We offer insight and information for employers and employees.

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Financial Planning

Counsel and guidance that can help you understand and better define your financial goals.

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ABOUT FLORIDA WEALTH COUNSELING

Welcome to Florida Wealth Counseling. Florida Wealth Counseling, LLP Certified Public Accountants provides tax, accounting and consulting services led by partners Mary Jeanne Ludwig, CPA and Richard “Rick” Haughwout, CPA. Florida Wealth Counseling, LLC, is the marketing name for investment services* provided by Richard Haughwout, a Registered Representative*

Our Firm serves a diverse clientele which include the real estate and construction industries, estates and trusts, farming and other small businesses and individuals. We have experience preparing returns for U.S. citizens living abroad and U.S. Citizens owning foreign companies and foreign investments as well as foreign individuals with ownership in a U.S. Companies.

Helpful Content

You May Need to Make Estimated Tax Payments If…

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

Your Emergency Fund: How Much Is Enough?

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

Buying Auto Insurance For Teen Drivers

Buying Auto Insurance For Teen Drivers

Tips on insuring your teen driver.

 

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

Gap Insurance for Leased Cars

If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.

Does Your Child Need to File an Income Tax Return?

When your child has income, there’s a good chance that he or she will need to report it and pay taxes.

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

Crowdfunding—Capital for the 21st Century

Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.

The Most Overlooked Item of Any Home Improvement

The item most homeowners forget on their home improvement project checklist is insurance.

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What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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The Good Ship IPO

The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

The Business Cycle

How will you weather the ups and downs of the business cycle?

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