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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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Financial Planning
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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.
How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Healthy Body, Healthy Pocketbook
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
The Average American Budget
Learn about the average American budget in this fun and interactive piece.
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Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
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.
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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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.
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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.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.