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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.
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Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequence to their future financial security.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Five creative (and inexpensive) ideas for motivating your employees.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
This calculator helps estimate your federal estate tax liability.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator demonstrates the power of compound interest.
Estimate how much of your Social Security benefit may be considered taxable.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Here is a quick history of the Federal Reserve and an overview of what it does.
With alternative investments, it’s critical to sort through the complexity.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Taking your Social Security benefits at the right time may help maximize your benefit.
You’ve made investments your whole life. Work with us to help make the most of them.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.