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.
Socially responsible investing has come a long way over the past decade. It used to be viewed as a way for relatively small numbers of investors to divest themselves of stocks in industries whose practices they opposed. Screening tools for socially responsible funds tend to be as much about finding companies with positive records as about excluding those with objectionable qualities.
Victor and Jane Muratti, a computer analyst and schoolteacher married for more than 30 years, are nearing retirement. Over the years, they have accumulated a mosaic of investments, some in taxable accounts while others are in tax-deferred retirement plans and traditional and Roth IRAs. But they don't have a clue about the best way to create their retirement "paychecks." It's a common situation and the circumstances will vary for every person or couple. To benefit, you'll need to learn the basics for three different types of accounts you're likely to tap during retirement.
After ten years of significant levels of monetary accommodation, the Federal Reserve (Fed) has finally announced the long-anticipated unwinding of their $4.5 trillion balance sheet. The Fed’s planned reduction of government bond holdings has created some uncertainty given the unprecedented nature and scope of the endeavor.
Are you among the millions of Baby Boomers counting down the days to retirement? Before you move into the next stage of life, it's important to get all of your financial ducks in line. To prepare yourself, consider these seven practical suggestions.