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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
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Protecting Your Home Against Flood Loss
Protect yourself against the damage that your homeowners policy doesn’t cover.
The Pros and Cons of an NUA Strategy
Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.
Retirement Plan Choices for Small Businesses
Retirement choices can feel intimidating. Choosing the right strategy can make all the difference.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Steps to Protecting a Child with Disabilities
Planning for children with special needs can be confusing but by working together, we can help navigate those challenges.
Retirement Questions That Have Nothing to Do With Money
Things to consider before retirement.
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What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
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Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Surprises
Making the most of surprises is a great reason to work with us.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.