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Warneford Wealth Management LLC

6802 Paragon Place Suite 410
Richmond, VA 23230

Phone:

(804) 601-4975

Fax:

(804) 601-4975

E-mail:

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Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

Malcolm Warneford-Thomson, CFP®

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Welcome to our Web site, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We're here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.

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Here are three important tax provisions from the OBBBA that should provide certainty and stability for small businesses.

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This article explains newly implemented and upcoming tariffs and their potential economic impact.

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A new tax-advantaged investment account officially launched on July 4th: the 530A account, also known as a Trump Account, which is designed to help children get a head start on their financial future.

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After age 65, retirees can use HSA funds for any purpose without incurring a penalty.

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Use this calculator to estimate how much income and savings you may need in retirement.

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

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