Wescoat Wealth Management

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Wescoat Wealth Management is a comprehensive wealth management firm dedicated to serving our clients with respect, gratitude and integrity using strategic planning for all seasons of life.

Holding cash can feel safe, and for near-term needs it is the right tool. But cash sitting in a low-yield account for ye...
10/15/2026

Holding cash can feel safe, and for near-term needs it is the right tool. But cash sitting in a low-yield account for years loses purchasing power to inflation. Understanding what your cash is for and what timeframe it serves helps clarify how much to hold and where.

A difference of one percentage point in annual investment fees may seem small. Over decades, the compounding impact on a...
10/12/2026

A difference of one percentage point in annual investment fees may seem small. Over decades, the compounding impact on an ending portfolio balance can be significant. Understanding what you pay across all accounts, and what you receive in return, is a practical place to start any portfolio review.

The account type that holds an investment affects how its returns are taxed. Keeping tax-efficient assets in taxable acc...
10/07/2026

The account type that holds an investment affects how its returns are taxed. Keeping tax-efficient assets in taxable accounts and tax-inefficient ones in tax-deferred accounts is a strategy called asset location. It can meaningfully improve after-tax returns without changing the underlying investments.

Roth conversions, tax-loss harvesting, charitable contributions, and retirement account maximization all have deadlines ...
10/07/2026

Roth conversions, tax-loss harvesting, charitable contributions, and retirement account maximization all have deadlines tied to December 31st. Starting the planning conversation in the fall leaves time to act deliberately rather than under pressure.

A benefits package is part of your total compensation, but only if you use it correctly. Health insurance elections, HSA...
09/28/2026

A benefits package is part of your total compensation, but only if you use it correctly. Health insurance elections, HSA contributions, life insurance options, disability coverage, and retirement matching are all decisions with real dollar implications that deserve more than a quick checkbox during onboarding.

Donating appreciated securities avoids capital gains while generating a deduction at full market value. Qualified charit...
09/22/2026

Donating appreciated securities avoids capital gains while generating a deduction at full market value. Qualified charitable distributions from IRAs satisfy required minimum distributions without increasing taxable income. Each strategy serves different situations and tax objectives.

Creating a financial plan is a meaningful step, but its value comes from returning to it as your life evolves. Tax laws ...
09/18/2026

Creating a financial plan is a meaningful step, but its value comes from returning to it as your life evolves. Tax laws change, goals shift, family circumstances change, and markets move. A plan reviewed and updated regularly remains relevant; one created once and filed away becomes a historical document.

Some of the most effective year-end tax strategies - Roth conversions, tax-loss harvesting, charitable bunching, and ret...
09/15/2026

Some of the most effective year-end tax strategies - Roth conversions, tax-loss harvesting, charitable bunching, and retirement contribution maximization - require time and planning that December rarely allows. Starting the conversation in the fall creates the runway to act intentionally.

Research consistently shows that financial stress narrows our thinking and makes it harder to make good long-term decisi...
09/10/2026

Research consistently shows that financial stress narrows our thinking and makes it harder to make good long-term decisions. Addressing the underlying sources of financial uncertainty directly - through planning, information, and professional guidance - tends to reduce anxiety more effectively than avoidance does.

Happy Labor Day, everyone! Today, we come together to honor the incredible hard work and dedication of every individual ...
09/07/2026

Happy Labor Day, everyone! Today, we come together to honor the incredible hard work and dedication of every individual who helps build our vibrant communities and strong economy. It's a joyful day to celebrate the achievements of workers everywhere! Whether you're gathering with family, firing up the grill for a delicious barbecue, or simply enjoying a well-deserved break, let's embrace the spirit of teamwork and resilience that unites us all. Here’s to you and all the amazing work you do!

Address

206 Main Street Suite C
New Madrid, MO
63869

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30am
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4pm

Telephone

+15737486161

Website

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