Fleming Wealth Management

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Fleming Wealth Management Holistic Wealth Management Firm offering investment management, financial and estate planning with independent insurance options. Www.flemingwealthmgmt.com

Firm is affiliated with Halliday Financial.

10/16/2026

The Federal Thrift Savings Plan (TSP) is a tax-deferred retirement savings and investment plan set up to help federal civilian employees and military personnel save for retirement.

10/15/2026

Active and passive portfolio management both have advantages and disadvantages.

10/14/2026

A marital trust (also known as an A trust) is a type of trust that is used by married couples, usually in conjunction with a bypass trust, to minimize federal estate tax, allow the surviving spouse to benefit from family wealth during his or her continuing life and to ensure assets ultimately pass t...

10/13/2026

Find out why it's important to figure out an appropriate retirement portfolio withdrawal rate.

10/12/2026

The applicable exclusion amount allows you to pass a certain amount of your property free from federal gift and estate tax.

10/09/2026

Open enrollment is your chance to make every benefit count.

10/08/2026

1 Contribution is fully deductible if minimum contribution amount is met and cost of token gift does not exceed maximum

10/07/2026

A disclaimer is a refusal to accept money or other property by someone who would otherwise be your beneficiary according to your will, trust, gift, insurance policy, retirement account, or your state's intestacy laws. The person who disclaims the property (the "disclaimant") is treated as if he or s...

10/06/2026

Living trusts enable you to control the distribution of your estate.

10/05/2026

A tenancy by the entirety is a way spouses can own property together. If you are the co-owner of property owned as a tenancy by the entirety (you are a tenant by the entirety), that property passes automatically at your death to your surviving spouse without the expense and delay of probate.

Address

725 Glen Cove Avenue
Glen Head, NY
11545

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+15166711099

Website

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