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
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
In the face of divorce, making changes to insurance coverage may be overlooked.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This questionnaire will help determine your tolerance for investment risk.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator can help you estimate how much you should be saving for college.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
You’ve made investments your whole life. Work with us to help make the most of them.
When you retire, how will you treat your next chapter?
How does your ideal retirement differ from reality, and what can we do to better align the two?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.