Elena Ladygina, CFP®, and Monica Jalife, CFA, CFP®, of Withum Wealth Management shared a special presentation to the Women of Withum group in Red Bank, NJ, on October 22nd entitled, “Investing in Your Future.”
This list spotlights the top performing wealth advisors across the country. Each state’s list is determined by SHOOK research, an algorithm based on qualitative and quantitative criteria including in-person interviews, candidate’s industry experience, community involvement, client retention data and revenue trends.
Various programs have been implemented to give individuals incentives and tax advantages to help offset healthcare costs (current and future).
Jim Ferrare, CFA®, CPA, Managing Principal of Withum Wealth Management recently wrote an article, The ROBO vs. Human Advisor Debate, that was recently published by New Jersey Business magazine.
The SECURE Act Would Usher in Several Positive Changes for the Retirement System While Increasing Taxes on Many Beneficiaries
As part of our due diligence process and dialogue with team spokespeople we were asked to participate in a bell ringing ceremony.
Bid adieu to stretch IRAs! A new tax law widely expected to become law by the end of 2019 will kill this strategy for passing on your IRAs to the next generation while minimizing the amount that goes to Uncle Sam.
The ABCs of 401k Investing Bias Could Lead to Poor Investment Decisions: Recognition and How to Counter the Problem
A recent study shows that 401(k) plan participants are substantially biased by the alphabetical order in which mutual funds are listed in plan documents when it comes to making investment decisions.
Withum Wealth Management Advisor and Principal, Carmine D’Avino, CFP®, was featured in Accounting Today in the article Wealth Magnets: Technology and its discontents.