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
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you know what they are?
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
Will Power
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
How Financial Professionals Are Compensated
Read this overview to learn how financial advisors are compensated.
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
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A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
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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
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
Surprises
Making the most of surprises is a great reason to work with us.
Coaches
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.