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Not sure of the right moves to make with your money or business? Take the next steps by creating your plan and starting your journey toward financial freedom.

Do you know a business owner, professional, or retiree that needs help with a plan or managing their money? Introduce them to our firm so they can get started on the right path.

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Rushman Wealth Management was established over 15 years ago with the goal to create completely objective financial plans for businesses and professionals to manage their money.  That journey continues today as the world's everchanging financial markets, client needs, and innovative solutions require constant fiduciary oversight.  We utilize a client centered planning approach to create customized solutions for business owners, entrepreneurs, and professionals.  Acting as a fiduciary for our clients, we only make recommendations that we believe are in their best interest.

 

 

Explains how future tax rules may impact deductibility of charitable donations.

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Explores how investment strategy changes once retirement begins.

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Notes record issuance of municipal bonds and their tax-exempt appeal.

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This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

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This Cash Flow Analysis form will help you weigh your income vs. your expenses.

This calculator can help you determine whether you should consider converting to a Roth IRA.

Will you be able to afford nursing home care?

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

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