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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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Learn MoreHelpful Content
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Managing the Risk of Outliving Your Money
Steps to help you sustain and grow your retirement savings.
Roth IRA for Kids
Learn about the benefits and requirements of opening a Roth IRA for kids.
Ways to Supplement Your Medicare Coverage
There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
The Many Ways to Measure Inflation
Different inflation indexes may tell different stories. Here's what that could mean for you.
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Tax Efficiency in Retirement
What role would taxes play in your investment decisions?
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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.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
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The Business Cycle
How will you weather the ups and downs of the business cycle?
How to Bake a Pie-R-A
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
How Cash Apps Work
Peer-to-peer payment apps are one of the newest ways to send money.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?