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

Why Medicare Should Be Part of Your Retirement Strategy

How Medicare can address health care needs in your retirement strategy.

What To Do When Your Income Reaches 7 Figures

Preserve your high net worth with these foundational tips.

How Income Taxes Work

A quick look at how federal income taxes work.

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

Debt Stress

There’s a link between debt and stress.

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

Understanding Qualified Charitable Distributions

Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

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How Long Will Your Money Last?

See how long a lump sum of savings could last based on your withdrawal rate and return.

My Retirement Savings

See how your current savings rate and contributions may grow into retirement income.

Estimate Your RMD

Calculate your required minimum distribution amount based on your account balance and age.

How Long Will My Savings Last If I Become Disabled?

See how long your current savings might last if a disability interrupted your income.

How Much Home Can I Afford?

Estimate how much home may fit within your budget based on income and expenses.

Inflation & Retirement

See how inflation over time could affect the purchasing power of your retirement income.

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RE: Retirement

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

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

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?

Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.