Personalized Wealth Management
Soloff Wealth’s mission is to help our clients achieve True Wealth through planning, investment management, education, communication and service, which exceed their expectations. We offer a comprehensive suite of investment management and wealth planning strategies, serving affluent families, business owners, executives and institutions.Meet the Team Why Choose Soloff Wealth Contact Us
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.
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
There are things about Social Security that might surprise you.
It's important to make sure your retirement strategy anticipates health-care expenses.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Do you have an estate strategy? You should.
Good employee health can be great for the company’s bottom line.
Assess how many days you'll work to pay your federal tax liability.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator demonstrates the power of compound interest.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate your monthly and annual income from various IRA types.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Agent Jane Bond is on the case, cracking the code on bonds.
Understanding the cycle of investing may help you avoid easy pitfalls.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.