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.
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.
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.
The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.
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These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.
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Special needs trusts and ABLE accounts can help disabled individuals establish financial independence and save for the future without losing access to critical government benefits.