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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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How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Understanding Extended Care
Understanding the types of extended care services—and what those services could cost—may be critical.
Building a Solid Financial Foundation
Sustain financial well-being or create wealth through these actions.
The Sequence of Returns
A look at how variable rates of return impact investors over time.
What If Your Kids Decide Against College?
Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Questions to Ask About Medicare
Take the guesswork out of your IEP or SEP with this helpful article.
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Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
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What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
How Cash Apps Work
Peer-to-peer payment apps are one of the newest ways to send money.
Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.