Judah Margulies, The Wealth Advisor Group

03/11/2020

Please review the Client Letter by LPL in regards to the market concerns regarding the Coronavirus

03/04/2020

Creating a will is an integral step in securing a financial future for your loved ones— but what else should this document entail? Here are 3 surprising things to consider outlining in your estate plan.

A will or trust covers assets including money, stocks, and real estate. But there are other considerations to make when preparing your estate plan.

02/28/2020

The conversation about long-term care needs has a number of layers to it, including medical preferences, expectations and abilities of family members to provide care, and even living arrangements. Contact me for recommendations to include in your future plan.

02/26/2020

Taking your personal finances to the next level starts with early changes to maximize savings. Here are 3 reasons to start saving sooner rather than later.

Once you see what you could gain by stuffing your piggy bank now (and the potential riches you're giving up by waiting), you'll see why there really is no time like the present.

02/20/2020

Taxes are a significant factor in planning your retirement income. More importantly, understanding how it affects various benefits will help you plan more strategically. Here's what to consider when looking into your state taxes and if you need assistance, I'm here to help you along side your accountant.

Find out the tax rules for pensions, retirement accounts, and Social Security benefits.

01/30/2020

Although it's January, it's not too late to contribute to your IRA. Here's the general rule of thumb for annual traditional and Roth IRA contributions. http://bit.ly/36i0Qz3

01/28/2020

Putting together an effective retirement savings strategy isn't about sitting around waiting for one magical "a-ha!" moment. Here 3 simple hacks to stay focused on the big picture — even in tough times. Don't hesitate to reach out if you need support.

Not having a lot of money to put toward retirement isn't an excuse not to save.

11/14/2019

A long-term care discussion would be incomplete without including caregiving as part of it. Women should start preparing now for potential challenges ahead. http://bit.ly/2Jqurx6

11/11/2019

Don't let market volatility throw your financial life off course. These 5 tips can help you prepare your portfolio for whatever may come.

Take a deep breath and consider these 5 strategies to help ensure market conditions won't knock you off course.

11/11/2019

Today we honor those who have served in our country’s military and those who still serve, for their sacrifice and heroism.

11/06/2019

Can a spoonful of sugar help the budgeting go down? These tips can help you turn that budgeting frown upside down today.

Read on to learn four ideas that will make saving your money an enjoyable activity rather than a negative one.

10/31/2019

Think it's too late to get your retirement savings back on track? Think again.

It's easier than you may think to catch-up on your savings.