Founded in 2005, RW Waugh, Inc. provides the capabilities of a large firm with the attention to service only a small business can provide. Concentrating on service excellence and honest financial solutions, RW Waugh, Inc. primarily focuses on the creation and maintenance of retirement strategies. We know how important it is to balance your saving capacity with the dreams you've developed. You and your family are at the forefront of our business as we work together to plan for your future.
Beginning with asset accumulation, we will guide you in the creation of a savings and investment plan that will direct you toward your goals. Just as important is the development of a retirement income plan which will transition your asset objective from long-term growth to income-production. We can customize strategies for you to maximize your Social Security benefits and minimize your taxes. We will help you plan for when you are no longer around so you can provide your loved ones with the support of your legacy plan.
Helpful Content
Deciding When to Take Social Security
One of the most common questions people ask about Social Security is when they should start taking benefits.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Best-Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
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Learn more about women taking control of their finances with this infographic.
Retirement Is a Beginning
Key questions to answer when you are considering retirement.
Five Most Overlooked Tax Deductions
Five overlooked tax deductions to help manage your tax bill.
3 Estate Challenges for Blended Families
This article will help your clients with blended families think and prepare their estate strategy.
Diversification, Patience, and Consistency
Three important factors when it comes to your financial life.
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How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
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Track your monthly income and expenses to get a clearer view of your cash flow.
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Estimate potential long-term care costs and what coverage may help address them.
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The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.
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In life it often happens that the answers to our most pressing questions are right in our own backyards.
Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?