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.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Lifestyle considerations in creating your retirement portfolio.
A change in your mindset during retirement may drive changes to your portfolio.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how much income may be needed at retirement to maintain your standard of living.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.