While you may have been contemplating financial planning and investment opportunities throughout the year, life happens, and time may have gotten away from you. With about a month left in 2019, it’s not too late to put thought into action. The following topics include some suggestions for managing your finances and healthcare benefits which may help minimize your tax exposure now and in the future.
Elena Ladygina, CFP®, and Monica Jalife, CFA, CFP®, of Withum Wealth Management shared a special presentation to the Women of Withum group in Red Bank, NJ, on October 22nd entitled, “Investing in Your Future.”
Various programs have been implemented to give individuals incentives and tax advantages to help offset healthcare costs (current and future).
Monica Jalife, CFA, CFP®, MBA is a Wealth Advisor and Principal at Withum Wealth Management.
HAPPY 10TH ANNIVERSARY EXPANSION! As of the beginning of July, we are officially in the longest US expansion on record, according to the National Bureau of Economic Research.
As part of our due diligence process and dialogue with team spokespeople we were asked to participate in a bell ringing ceremony.
Bid adieu to stretch IRAs! A new tax law widely expected to become law by the end of 2019 will kill this strategy for passing on your IRAs to the next generation while minimizing the amount that goes to Uncle Sam.
A recent study shows that 401(k) plan participants are substantially biased by the alphabetical order in which mutual funds are listed in plan documents when it comes to making investment decisions.
Withum Wealth Management Advisor and Principal, Carmine D’Avino, CFP®, was featured in Accounting Today in the article Wealth Magnets: Technology and its discontents.