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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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Portfolio Management

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Financial Planning

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Helpful Content

Split Annuity Strategy

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

Social Security: Maximizing Benefits

Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

The History of Currency

The History of Currency

Currency has been around for a long time. Here’s a quick history lesson.

 

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

Exploring the Federal Student Grant Program

In this article, explore the benefits of the Federal Student Grant Program.

How to Conquer the World - 5 Financial Strategies for Savvy

Learn more about women taking control of their finances with this infographic.

Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.

A Meal for All Generations

When it comes to generational differences, knowing the facts can be difficult.

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Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

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