What Issues Should I Consider If My Spouse Passed Away? This checklist covers 29 of the most important planning issues to identify and consider if your spouse has recently died. Free download here: https://lnkd.in/eCxBRiSG
Jersey Shore Financial Advisors LLC
金融服务
Tinton Falls，New Jersey 62 位关注者
Protecting your family's wealth from predators, creditors & Senators.
关于我们
Jersey Shore Financial Advisors, LLC is a New Jersey Registered Investment Advisor When you are a new, or soon to be new widow, life can move quickly. When life brings about major changes it can be difficult to slow down, take stock of what needs to be done, and plan properly. Whether it be sudden wealth due to the loss of a spouse, an unexpected inheritance or proceeds from a divorce, having a guide by your side who can help you address the myriad of decisions that lay in front of you is vital. Founder & principal planner Thomas J Duffy, CFP?, MBA, CRPC?, CDFA? is a member of the following organizations: ? National Association of Personal Financial Advisors ? Financial Planning Association of NJ ? Estate and Financial Planning Council of Central NJ ? Eastern Monmouth County Area Chamber of Commerce Tom also is adjunct instructor of Financial Well Being in the Cotsakos College of Business at William Paterson University, Wayne NJ
- 网站
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https://www.myfamilyfiduciary.com
Jersey Shore Financial Advisors LLC的外部链接
- 所属行业
- 金融服务
- 规模
- 1 人
- 总部
- Tinton Falls，New Jersey
- 类型
- 自有
- 创立
- 2007
- 领域
- Fee-only financial planning、Business succession planning、Retirement income planning for widows和Financial life planning
地点
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主要
获取路线
55 Gilbert St N
US，New Jersey，Tinton Falls，07701
Jersey Shore Financial Advisors LLC员工
动态
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Will I Receive A Step-Up In Basis For The Appreciated Property I Inherited? This flowchart covers the key issues to consider when inheriting property Free download here: https://lnkd.in/ex8q_6bA
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AARP Report Warns of Spike in Scam Attempts During the Holidays https://lnkd.in/eiKvk3C9
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What Issues Should I Consider With My Social Security Retirement Benefits? Social Security retirement benefits can be particularly complex. You're not alone if you struggle with your claiming decision. This checklist helps you identify issues you should consider regarding your Social Security Claiming Options. Download the checklist here: https://lnkd.in/eMc-pJXK
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Meet Susan Salvanto, SCAN’s Benefit Enrollment Manager. A free benefits screening is a phone call away, and you may be eligible for additional benefits for Medicare, food, utilities, and medicine. Don’t delay; take advantage of this free service from SCAN. Susan Salvanto, BEC Manager https://lnkd.in/eZSMTdp7
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Cracking the Nest Egg: When Accumulation Becomes Distribution Get the full report here: https://lnkd.in/eMuU3Bkp
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From our friends at the FTC.gov When a loved one dies, family members and friends often need to make decisions about a funeral quickly and under emotional stress. https://lnkd.in/eKtazZwx
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Investments are exposed to risks. Watch #AssetAllocation to see how we can help reduce vulnerability. https://lnkd.in/e5Yjyun2
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I've created the “Will I Avoid IRMAA Surcharges On Medicare Part B & Part D” flowchart to help you address some of the most common issues that arise for you to avoid Medicare IRMAA surcharges. Free download here: https://lnkd.in/ex5NmNFh
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Addressing Care Options Now for Your Aging Parents As a child of aging parents, you face many decisions. As you start thinking about your options, read this article which addresses many of the areas you'll need to consider. https://lnkd.in/efSBFKXx
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