Elena Ladygina, CFP®, a Withum Wealth Management Wealth Advisor, participated on a finance panel at Bell Works in Holmdel, NJ on January 30th.
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:
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).
Withum Wealth Management Advisor and Principal, Carmine D’Avino, CFP®, was featured in Accounting Today in the article Wealth Magnets: Technology and its discontents.
Elena Ladygina, CFP®, a Withum Wealth advisor hosted a Florida Residency education event in Red Bank, NJ on May 21st, 2019.