Soloff Wealth Management

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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.

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Helpful Content

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

Consider These 3 Things Before Driving Off the Lot

Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.

Is Term Life Insurance for You?

Term insurance is the simplest form of life insurance. Here's how it works.

Can I Create a Roth if I’m Over the Income Limit?

Use this article to start conversations about the “backdoor” Roth IRA strategy.

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

Retirement Strategy After a Job Loss

Job loss can shake both finances and confidence, reassessing your retirement strategy is key to moving forward with clarity.

Making Sense of HSAs and FSAs

How HSAs and FSAs might help your household.

Capital Gains Tax When Selling Your Home

If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

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What Is My Net Worth?

Get a snapshot of your overall financial picture by calculating your total net worth.

Assess Your Life Insurance Needs

Estimate how much life insurance coverage may be appropriate for your situation.

Federal Capital Gains Tax Estimator

Estimate your potential federal capital gains tax liability on the sale of an asset.

Simple 401k

See how increasing your 401(k) contributions today could affect your balance at retirement.

College Savings

See how much you may need to save now to cover future college costs for your child.

Comparing Mortgage Terms

Compare different mortgage term lengths side by side to find the option that fits your budget.

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The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

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.

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

Coaches

Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.