Frank Jaffe, CFP

Frank Jaffe, CFP Financial Advisor, Ameriprise Financial Services, LLC

Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.

An estate plan allows you to leave all or a portion of your wealth to a charity of your choice – and make a difference b...
12/04/2022

An estate plan allows you to leave all or a portion of your wealth to a charity of your choice – and make a difference beyond your lifetime. https://bit.ly/3wxrbaD

If you or your dependents have been in the hospital or had other significant medical or dental expenses, keep the receip...
11/30/2022

If you or your dependents have been in the hospital or had other significant medical or dental expenses, keep the receipts — they could help reduce your tax bill.

If you plan to pass on your wealth to loved ones upon your death, the estate planning process can help you reduce the im...
11/30/2022

If you plan to pass on your wealth to loved ones upon your death, the estate planning process can help you reduce the impact of taxes on your assets. https://bit.ly/3wxrbaD

Selling stocks at a loss can offset the taxes you would pay on other investment gains. This strategy is one way to use t...
11/27/2022

Selling stocks at a loss can offset the taxes you would pay on other investment gains. This strategy is one way to use the tax code to reduce the sting of an investment loss.

By setting your own estate plan, you can avoid going through probate – a court process that would release your records p...
11/27/2022

By setting your own estate plan, you can avoid going through probate – a court process that would release your records publicly. https://bit.ly/3wxrbaD

Want to reduce your taxable income? Contribute to your retirement account. This easy, straight forward tax strategy can ...
11/25/2022

Want to reduce your taxable income? Contribute to your retirement account. This easy, straight forward tax strategy can be used by most workers. Plus, you'll be one step closer to reaching your retirement goals.

Without an estate plan, your loved ones may be left to navigate complex legal and financial challenges. Thoughtful plann...
11/24/2022

Without an estate plan, your loved ones may be left to navigate complex legal and financial challenges. Thoughtful planning can simplify a difficult process for your family in the future. https://bit.ly/3wxrbaD

End-of-life care is a difficult but important conversation to have between you and your loved ones. An estate plan allow...
11/20/2022

End-of-life care is a difficult but important conversation to have between you and your loved ones. An estate plan allows you to specify your final wishes and establish special arrangements for your remains. https://bit.ly/3wxrbaD

Charitable contributions can be tax deductible, and you don’t have to give cash. Donations of clothes, food, or househol...
11/20/2022

Charitable contributions can be tax deductible, and you don’t have to give cash. Donations of clothes, food, or household items, for example, can lower your tax bill.

If you have a high-deductible health plan, consider using a Health Savings Account. This account offers tax benefits for...
11/18/2022

If you have a high-deductible health plan, consider using a Health Savings Account. This account offers tax benefits for today and tomorrow:

1. Contributions offer an immediate tax deduction
2. Earnings grow tax-deferred
3. Withdrawals used to pay qualified medical expenses are tax-free

With a documented estate plan, you decide the fate of your assets based on factors you feel are most important. https://...
11/18/2022

With a documented estate plan, you decide the fate of your assets based on factors you feel are most important. https://bit.ly/3wxrbaD

02/17/2022

Bond and stock markets had a bumpy start in January. Ameriprise Fixed Income Strategist Brian Erickson discusses whether high inflation could impact stocks, considerations for bond investors and how the Fed is evolving its support of the US economy.

Address

155 Passaic Avenue Ste. 450
Fairfield, NJ
07004

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

Telephone

+19732763290

Website

Alerts

Be the first to know and let us send you an email when Frank Jaffe, CFP posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Frank Jaffe, CFP:

Shortcuts

Share

Category