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.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Apps That Help Achieve Goals
If you find it hard to attain personal life goals, there’s an app for that!
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Do you know where the idea of “retirement” comes from?
Technology tips to make your next trip even better.
Gaining a better understanding of municipal bonds makes more sense than ever.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Five phases to changing unhealthy behaviors.
How literate are you when it comes to your finances? Brush up with these five basics.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator can help you estimate how much you may need to save for retirement.
Assess whether you are running “in the black” or “in the red” each month.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Here is a quick history of the Federal Reserve and an overview of what it does.
The decision whether to buy or rent a home may have long-term implications.
What does your home really cost?
Would you guess that Millennials are effectively saving for retirement? Well, they are.