News

A collection of Withum Wealth news stories.

Elena Ladygina Participates on a Finance Panel at Bell Works
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Elena Ladygina Participates on a Finance Panel at Bell Works
Elena Ladygina, CFP®, a Withum Wealth Management Wealth Advisor, participated on a finance panel at Bell Works in Holmdel, NJ on January 30th.
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The SECURE Act – What It Means for the US Retirement Landscape
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The SECURE Act – What It Means for the US Retirement Landscape
The Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into law on December 20, 2019 by President Donald Trump. The SECURE Act, which largely aims to add flexibility for investors, marks the most significant update to the US retirement system in over a decade. Here are some of the main highlights of the proposed bill:
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Withum Wealth Management Takes on The 2019 Tough Mudder in Central Florida
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Withum Wealth Management Takes on The 2019 Tough Mudder in Central Florida
Clear Springs Ranch in Bartow, Florida The Tough Mudder was a terrific team building event and a unique one at that.
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Year End Planning Topics
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Year End Planning Topics
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.
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Elena & Monica Present to the Women of Withum
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Elena & Monica Present to the Women of Withum
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.”
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JAMES FERRARE NAMED ON FORBES BEST-IN-STATE WEALTH ADVISOR LIST AGAIN
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JAMES FERRARE NAMED ON FORBES BEST-IN-STATE WEALTH ADVISOR LIST AGAIN
This list spotlights the top performing wealth advisors across the country. Each state’s list is determined by SHOOK research, an algorithm based on qualitative and quantitative criteria including in-person interviews, candidate’s industry experience, community involvement, client retention data and revenue trends.
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Feel Good About Health Savings Accounts
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Feel Good About Health Savings Accounts
Various programs have been implemented to give individuals incentives and tax advantages to help offset healthcare costs (current and future).
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Jim Ferrare featured in New Jersey Business Magazine
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Jim Ferrare featured in New Jersey Business Magazine
Jim Ferrare, CFA®, CPA, Managing Principal of Withum Wealth Management recently wrote an article, The ROBO vs. Human Advisor Debate, that was recently published by New Jersey Business magazine.
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Saving/Investing for Retirement
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Saving/Investing for Retirement
Monica Jalife, CFA, CFP®, MBA is a Wealth Advisor and Principal at Withum Wealth Management.
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