Renaissance Wealth Management
With the overwhelming number of financial products available today, you need a trusted advisor that can provide unbiased recommendations and impartial guidance. As an independent financial services firm, you can be assured that our advisors will be objective with a focus on your best interests as we work to achieve your goals. Contact one of our advisors today and let us put our experience and expertise to work for you.
What is your risk profile?
Clients can complete the online risk questionnaire to gain insights into their risk vs reward profile.
Get Started...Newsletters
-
HOT TOPIC: Will Tax Law Changes Impact Your Giving Strategy?
New tax rules will determine the deductibility of donations in 2026 for better or worse, which means taxpayers may want to rethink the timing and amount of their donations for 2025 and beyond.
-
Small Business: Coping with the End of De Minimis Imports
Small businesses must now pay duties on low-value goods they could previously source inexpensively from China and elsewhere.
-
HOT TOPIC: The Fed Lowers Rates in an Economic Balancing Act
This article looks at the Fed’s dilemma in setting monetary policy to address slowing employment with rising inflation, and the potential effects of lower rates on businesses and consumers.
-
Q&A on RMDs
Here are answers to some key questions about required minimum distributions.
Calculators
-
College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
-
Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.