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.
Learn MoreInsurance Services
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
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
How Women Can Prepare For Retirement
Are women prepared for a 20-year retirement?
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
Will Power
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Medicare Advantage Plans (Medicare Part C)
Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
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What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
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Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Coaches
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
No Cash, No Checks, No Problem
Peer-to-peer payment apps are one of the newest ways to send money.