How To Be More Productive
As a business owner, you're constantly looking for new ways to improve your productivity. Not only do you need to stay on top of your daily tasks, but you also...
Industry | Experience | Licenses: |
Financial Planning | 2 Years | N/A |
About: I am dedicated to making a difference in people’s lives. I offer an analysis of your current financial situation and help you to identify financial goals and concerns, illustrate what is being done to reach your goals, and identify gaps, if present, and offer solutions to help fill them. My personal goal is to become a lifetime resource for each and every client.
Specialties: College Funding Strategies, Business Planning, Risk Management Strategies, Estate Planning, Retirement Strategies
Ideal Clients: A person who is open-minded and willing to make the necessary changes to reach their financial goals.
Geography: NJ, NY, CT
Blog Posts:
What Are My Retirement Options? - First Option: 401k or IRA: Whatever your contribution is, if it's a traditional 401k traditional IRA, you get to deduct it from your taxes the year that you contributed. With the IRA you have until April of next year to contribute and you can still get the deduction. Sometimes, if your employer matches it, you also get a match, and that's the free money. However, some people miss out on free money because they don't know how it works and they don't contribute enough.