TOVA Wealth

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The TOVA difference. More pathways to financial empowerment. Flexibility and choice is our strength.

From our robust regulatory structure to in-house expertise, TOVA Wealth stands apart.

10/15/2026

The leaves are falling, the temperatures are cooling down, and fall is officially here. As the year starts to wind down, now is a great time to check in on anything still on your to-do list before the busy holiday season arrives.

Whether you have questions, need support, or simply want to connect, we are always here to help. Give us a call anytime, this season and every season.

10/06/2026

Many affluent families assume they can simply pay for future care expenses out of pocket. While substantial assets may provide flexibility, long-term care (LTC) planning is about much more than covering a bill. It is about protecting your lifestyle, preserving your legacy, and ensuring your broader financial strategy remains intact. Swipe to learn more.

If long-term care planning has not been reviewed recently as part of your wealth strategy, contact us to discuss how it fits into your overall financial plan.

10/01/2026

The 2027-2028 FAFSA is open as of October 1, 2026. If you or a student you support plans to attend college during the 2027–2028 academic year, it is a good idea to get started on the process early. So, with that in mind, our team wanted to share a few early steps that can help streamline the process:

🔹Create or verify your StudentAid.gov account.
🔹Gather essential financial documentation, including 2025 tax returns, W-2s, and income records.
🔹Determine which parent(s) or contributor(s) will be required to provide information, if necessary.
🔹Review college, state, and scholarship deadlines, as many institutions award aid on a first-come, first-served basis.

While the federal FAFSA deadline is June 30, 2028, many colleges and states set earlier priority deadlines for aid consideration, so submitting your application early can improve access to institutional, state, and need-based aid.

If you have questions about college funding strategies or how education expenses align with your overall financial plan, please contact our office. We are here to assist you.

09/23/2026

Retirement is one of the biggest financial milestones you will ever plan for, and knowing when you are financially ready can feel overwhelming. While everyone’s retirement goals are different, there are several important signs that may indicate you are ready for retirement. Swipe to learn more.

Having a thoughtful plan in place can help you move into retirement with greater confidence and peace of mind. If you would like to talk with us as you prepare for retirement, give us a call. We are here to help.

09/20/2026

To all observing Yom Kippur this weekend, we're sending our sincerest wishes for a meaningful and hopeful Day of Atonement.

May this sacred time of reflection, repentance, and communal connection bring you clarity and renewal. And to those fasting, we wish you an easy fast filled with hope and renewal. G'mar Chatima Tova.

09/15/2026

While market volatility can feel uncomfortable, it can also open the door to strategies that may help reduce taxes, improve long-term positioning, and strengthen your overall financial plan. Swipe through for several concepts worth keeping in mind.

If you’d like to discuss any of these strategies or review your financial plan, feel free to reach out anytime. We’re always happy to talk through questions or concerns.

09/11/2026

Wishing everyone observing Rosh Hashanah a meaningful and joyful start to the Jewish New Year. May this season bring renewal, reflection, and sweetness in the days ahead.

Our team is grateful for the opportunity to celebrate new beginnings with our community. L’shanah tova!

09/08/2026

Please join us in welcoming Deanna Steffensen to TOVA Wealth Management!

Deanna and our team go way back. We first had the opportunity to work together at Merrill Lynch, and we couldn’t be more excited to have her with us again.

Her experience, perspective, and commitment to building meaningful client relationships make her a wonderful addition to our team. Welcome, Deanna—we’re so glad you’re here!

09/07/2026

Labor Day is all about celebrating the workforce, and the best way to honor hard work is to take a real break from it. So to celebrate, our team is fully committing to the cause by penciling some cat naps into our schedules this weekend.

A quick heads-up: The office is closed on Monday, September 7th. We will be back on Tuesday, September 8th — recharged, refreshed, and ready to get to work.

We hope you have a long weekend full of good food, good company, and zero emails!

09/02/2026

As wealth grows, financial decisions often become less about simple accumulation and more about maintaining flexibility, supporting long-term goals, and ensuring current spending aligns with the bigger picture. Swipe for key principles for preserving wealth for the future.

If you’d like to discuss your current financial strategy, spending structure, or long-term planning objectives, please contact us. We’re always happy to help.

Address

929 N Front Street, Ste 730
Wilmington, NC
28401

Telephone

+19104085522

Website

https://tovawealth.com/

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