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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

Directors and Officers Liability Insurance

Directors and Officers Liability Insurance

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Surprise! You’ve Got Money!

Surprise! You’ve Got Money!

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

 

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

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My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Comparing Mortgage Terms

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

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Can I Refinance My Mortgage?

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

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Tax Management Strategies

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

Protecting Those Who Matter Most

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

Retirement Plan Distributions

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

5 Smart Investing Strategies

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

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Principles of Preserving Wealth

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

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What Smart Investors Know

Smart investors take the time to separate emotion from fact.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

February 2018 Top Five

2018 could be shaping up to be an interesting year.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

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