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.
On September 7, 2017, one of the "big three" credit reporting agencies in the country dropped a bombshell. Equifax had been hacked, and almost 150 million Americans may have had their credit histories exposed. It was one of the largest cyber-breaches in history, and while it's difficult to get a handle on exact numbers, suffice to say that it's quite likely your information was compromised. Whether you believe your information could be exposed or not, there are several steps you can take in the aftermath of the breach to protect your financial affairs. The Federal Trade Commission (FTC) has recommended the following actions.
December 31 is almost here, which means it is time to focus on your year-end tax planning strategies. Withum’s tax professionals share their insights on new developments and answer questions on the proposed tax bills as part of year-end tax planning resources.
More than likely you have heard about the gravity defying rise in the price of a bitcoin. Sure, I hear the water cooler talk, but what is it? Bitcoin is a decentralized cryptocurrency which is theoretically untraceable. Learn about the investment opportunities and concerns here.
Despite the uncertainty about possible legislative tax changes, savvy taxpayers can still take steps to reduce their liability for this year as it draws to a close. Here are eight prime candidates for income tax savings.