Clear Springs Ranch in Bartow, Florida The Tough Mudder was a terrific team building event and a unique one at that.
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.”
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.
Various programs have been implemented to give individuals incentives and tax advantages to help offset healthcare costs (current and future).
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.
Monica Jalife, CFA, CFP®, MBA is a Wealth Advisor and Principal at Withum Wealth Management.
The SECURE Act Would Usher in Several Positive Changes for the Retirement System While Increasing Taxes on Many Beneficiaries
As part of our due diligence process and dialogue with team spokespeople we were asked to participate in a bell ringing ceremony.