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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

Social Security Benefits: How Much Will I Receive

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

Insurance Needs Assessment: When You're Newly Married

Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.

5 Benefits of Working in Retirement

5 Benefits of Working in Retirement

Here are 5 reason why you may consider working through retirement.

 

Yours, Mine and Ours: Estate Strategies for Second Marriages

Second marriages are a trigger event to revisit any existing estate strategies.

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

How Does Your Credit Score Compare?

Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.

Healthy Body, Healthy Pocketbook

Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

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Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Self-Employed Retirement Plans

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

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

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Retirement Plan Distributions

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

Protecting Those Who Matter Most

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

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Tax Management Strategies

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

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

2017 Year in Review

Take a look at this 2017 Market Recap.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

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