Wealth Management
Fee based portfolio management focused on YOUR personal financial goals, needs, and objectives.
Learn MoreRetirement Plan Consulting
Helping businesses and organizations manage and administer their retirement plans.
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Over 100 carriers offering a full range of coverage, including: Auto, Home, Business, Life & Annuities.
Learn MoreUnderstanding 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 UsHelpful Content
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Emotional vs. Strategic Decisions
Information vs. instinct. Are your choices based on evidence of emotion?
Debt Stress
There’s a link between debt and stress.
Lesser Known Provisions of the SECURE Act
Learn about clauses in the SECURE Act that affect 401Ks, students, and families.
Mortgages in Retirement
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
How to Conquer the World - 5 Financial Strategies for Savvy
Learn more about women taking control of their finances with this infographic.
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Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
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5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
18 Years’ Worth of Days
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
Consider These 3 Things Before Driving Off the Lot
There are a few things to consider when buying or leasing your next vehicle.
Saving for College 101
Here’s a crash course on saving for college.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.