Whether the stock market is going up, down or sideways, the two biggest financial challenges most investors face are saving for COLLEGE and RETIREMENT. In addition, protecting your family and yourself against unexpected events that could interfere with your long term goals should always be included in any long term planning. We have been helping our clients reach these goals for the past 25 years.
Alan Tanenblatt-President
This article explains how a 529 plan can help a family save for college, including recent changes that have made these plans more flexible.
After filing last year’s tax return, it may be a good time to adjust income tax withholding. This article explains how to estimate and adjust withholding.
It’s important for affluent families to reassess their liability coverage periodically, to make sure it’s sufficient based on their finances, lifestyles, and the related risks.
This article discusses some unique characteristics of REITs, including how they can offer a consistent income stream and why changing interest rates can affect REIT performance.
How much life insurance would you need to produce a sufficient income stream for your family?
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Will you be able to afford nursing home care?
How much can you afford to pay for a car?