Main Street Wealth Management, LLC

10/23/2025

📣 Attention! It’s Financial Planning Month!

Are you on track to meet your financial goals?

We know that women value financial security, but many struggle with knowing where to start and who to trust. That’s why we do the homework for her—evaluating financial advisors across 17 key criteria to help her choose with confidence.

We’re proud to honor the outstanding advisors featured in USA TODAY today for their commitment to educating and empowering women and their families to make smart financial decisions.

🔍 Find a trusted advisor near you: womenschoiceaward.com/financial-advisors



SimplePath Retirement, LLC Family Wealth Management Wilke Wealth & Investment Planning Main Street Wealth Management, LLC Merit Financial Advisors Baron Financial Group, LLC Frisch Financial Group Frisch Financial Group -Financial-Group

01/01/2025

As we close out 2024, we are filled with gratitude for the support and kindness of our family, friends, and clients. Your trust and connection have made this year truly meaningful.

Wishing you a New Year filled with health, happiness, and every success in 2025!

Thank you for being part of our journey.

12/23/2022

10/26/2022

https://www.wsj.com/articles/inflation-causes-irs-to-raise-contribution-limits-for-401-k-s-and-iras-11666368024?reflink=share_mobilewebshare

Millions of Americans can save more in retirement accounts next year, after inflation adjustments made by the Internal Revenue Service.

08/03/2022

Retirement planning isn't always just about money (assets minus liabilities and income minus expenses). Sometimes, it's also about finding "purpose". Such a great article from CNBC on the subject.

Many people think of retirement as a long vacation. But that's often not the case, says retirement expert George Jerjian, who came out of retirement at 62. He shares the biggest downside of his retirement experience, and how a Japanese concept helped him overcome it.

01/16/2022

Congratulations to Main Street Wealth Management's Jimmy Dy and Bill Ryan on being named 2022 FIVE STAR Wealth Managers in this month's NJ Monthly Magazine! Great job guys!

https://spotlight.fivestarprofessional.com/ereprints/365250 /3

09/13/2021

New Yorkers and Californians face tax proposals that target top earners…

The proposals include a 3% surtax on taxpayers earning more than $5 million a year. They would also raise the top marginal income tax rate to 39.6%.

02/12/2021

Don’t be pressured into not performing your due diligence. Especially, when it comes to such a large purchase, like buying a home.

Hot real-estate markets across the U.S. led to a number of buyers snapping up homes without performing due diligence.

02/05/2021

National Wear Red Day 2021, in Support of the American Heart Association.