Withum Wealth Management is a private wealth management firm specializing in lifestyle planning, personalized wealth counsel and tax-sensitive portfolio management.
Our qualified financial advisors and vast in-house resources allow for the seamless integration of diverse wealth related services. Whether you are a surviving spouse, selling a business, receiving an inheritance, recently divorced or possibly approaching retirement, we can help.
Life can be unpredictable but your financial future doesn’t have to be. Start securing your financial future today.
Noted author and investment columnist Jason Zweig details his list of 19 questions to ask a financial advisor as a way of determining if they will or currently are acting in your best interest. Below, we place our answers side by side with those the author deems the desired response. Withum Wealth Management is not a brokerage firm but rather an independent, unbiased RIA (Registered Investment Advisor). Unlike many in our field pretending to put their clients’ interests first, it is our mandate and legal responsibility to do so as a client fiduciary.
If you're nearing retirement or you recently retired, you probably have plenty of questions about Social Security retirement benefits. Here are answers to 10 common queries posted online by the Social Security Administration (SSA).
I recently asked a number of working individuals what their ideal retirement would be like. As you might imagine, there were a wide array of interesting and sometimes startling responses. Some look forward to more leisure time and the opportunity to travel with loved ones. Others don’t see retirement as a reason to slow down but rather to focus on new endeavors and adventures.
Regardless of what your ideal retirement might look like or how far off it may be, there are some steps that anyone can take to prepare for their next chapter.
Every year Barron’s, a widely respected financial news publication, interviews Wall Street’s “Top” Investment Strategists regarding their thoughts on the year ahead. Included in this article is a section where Barron’s asks each strategist to forecast which sectors they think will perform the best and worst over the coming year. Barron’s published their “2017 Outlook” on December 19, 2016.