Tap into new resources.
Whether you’re seeking additional knowledge or looking to connect with other people, check out our upcoming events.
See if our expertise matches with your needs.
Scroll down to see what’s on tap.
Upcoming Webinars
Quarterly Economic and Financial Markets Update
(~35 minutes)
Attend our live webinar and learn how current economic and political developments impact financial markets and what we expect in the weeks ahead. You’ll also have the opportunity to ask questions to our team of CFP® professionals.
This webinar will be offered on the following dates and times at 12PM ET:
Upcoming In-Person Classes
We’re offering educational classes on various financial topics at local schools in Emerson, NJ, Ridgewood, NJ, and Arlington, NY.
Retirement Planning Boot Camp (3 nights)
Did you know that most people spend more time planning a week-long vacation than they do their retirement?
This boot camp series aims to change that and better position you for your golden years. Upon completion of our 3-class series, you’ll have a good understanding of some of the most common challenges pre-retirees (and even many retirees) encounter.
Our series will cover six key areas:
Investing: including how to provide an income stream that outlives you
IRA strategies: rollover options and common RMD mistakes
Tax planning: knowing the actions you should be taking throughout each stage of retirement
Healthcare: managing expenses, transitioning to Medicare, and long-term care
Estate planning: how to prepare for a smooth transition of your assets
Social Security: how to maximize your benefits
We encourage everyone to attend all three sessions to get the most out of boot camp. However, you can participate in individual classes if your schedule doesn’t permit.
Module 1:
Module 2:
Module 3:
Registration to open soon!
Taxes, IRMAA, IRA’s, Oh My!
The question of whether you’ll have enough money to enjoy retirement is often a daunting prospect. A recent study by SeniorLiving.org reveals that the greatest financial concern among individuals aged 55 to 64 is running out of money during retirement, a sentiment echoed by 38% of those aged 65 and older. Compounding these worries, many retirees find themselves facing unexpected tax burdens, often due to the complex nature of our tax system and government programs.
However, the good news is that you can take proactive steps to navigate potential financial pitfalls by proper planning and attending our class is a good place to start because you’ll learn:
· How to avoid Medicare surcharges (IRMAA)
· Understand the optimal use of taxable, tax-deferred, and tax-free assets to strategically manage your income during retirement.
· Discover approaches for managing your income, including the implications of a Roth IRA conversion.
· Get up to speed on the recent changes affecting the Stretch IRA, including how these adjustments could alter your estate planning and tax strategies.
· Learn about the latest OBBB updates that may affect your financial decisions in retirement.
Registration to open soon!
Start simplifying
your journey and speak to a financial advisor today.
See if our expertise matches with your needs.