Wealth Management
Fee based portfolio management focused on YOUR personal financial goals, needs, and objectives.
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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
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
How to Support Local Businesses During a Pandemic
Learn how to support your local businesses and your community during this trying time with this beautiful infographic.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
Questions to Ask About Medicare
Take the guesswork out of your IEP or SEP with this helpful article.
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
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Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
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Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Emerging Market Opportunities
What are your options for investing in emerging markets?
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Surprises
Making the most of surprises is a great reason to work with us.