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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 to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Will Power
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Silver Sneakers 101
Medicare’s popular program, offering free gym membership and health education.
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Protecting Your Home Against Flood Loss
Protect yourself against the damage that your homeowners policy doesn’t cover.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
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What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
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Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.