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Jaffe Tilchin Weath Management - Tampa, FL

Call Us: (813) 963-2500

 
Our Services: Our Approach: Our Team: About Us:

Wealth Management

 

Fee based portfolio management focused on YOUR personal financial goals, needs, and objectives.

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Retirement Plan Consulting

 

Helping businesses and organizations manage and administer their retirement plans.

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Insurance Services

 

Over 100 carriers offering a full range of coverage, including: Auto, Home, Business, Life & Annuities.

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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.

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.

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Helpful Content

Your Emergency Fund: How Much Is Enough?

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

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

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

 

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

Creative Ways to Motivate Your Employees

Five creative (and inexpensive) ideas for motivating your employees.

Global vs. International: What’s The Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.

Gun Ownership and Your Homeowners Policy

Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.

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What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

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