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9500 Aboretum Blvd Ste 200
Austin, TX 78759

Phone:

(512) 346-1590

Fax:

(512) 345-7437

E-mail:

Welcome to the Rudd and Wisdom, Inc. Financial Services Division website, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.

The Financial Services Division of Rudd and Wisdom, Inc has created this website to help you gain a better understanding of the financial concepts behind investments, retirement planning, estate planning, budget setting and financial risk management. Most importantly, we hope that you will see the value of working with skilled, independent and noncomissioned compensated professionals in identifying and reaching financial goals whether for yourself or for your employees.

We’re here to help educate you about the basic concepts of financial management and to help you learn more about who we are and the financial services we provide.

Thank you for your interest in the financial planning and investment advisory services of Rudd and Wisdom, Inc.

Explains benefits of employee-stock ownership plans for succession planning.

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Explains special costs and financial implications of condo ownership.

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

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Guides readers through estimating a realistic retirement savings target.

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This calculator can help you determine how soon you can pay off your mortgage.

This calculator is designed to help you attach a dollar figure to your life’s work.

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck