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Retirement Plan Consulting
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Over 100 carriers offering a full range of coverage, including: Auto, Home, Business, Life & Annuities.Learn More
Understanding Today's Financial Challenges
At Jaffe Tilchin Wealth Management we understand that individuals face unique challenges addressing today’s financial obligations while they save, invest, and plan for retirement. Our personalized service focuses on your needs, wants, financial goals and objectives.
Our professionals have years of experience and are committed to working with you through all stages of life. Allow us to provide a fresh perspective on your financial picture. We help you manage and grow your wealth with prudent Investment Management, while protecting your assets through comprehensive insurance services.Contact Us
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you know what they are?
Gaining a better understanding of municipal bonds makes more sense than ever.
When to start? Should I continue to work? How can I maximize my benefit?
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Read this overview to learn how financial advisors are compensated.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Here's a breakdown of how the federal government spends your tax money.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Determine your potential long-term care needs and how long your current assets might last.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
Estate conservation is too important to put off. Do you have a smart exit strategy?
There are hundreds of ETFs available. Should you invest in them?
Making the most of surprises is a great reason to work with us.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Why are 401(k) plans, annuities, and IRAs so popular?
All about how missing the best market days (or the worst!) might affect your portfolio.