SKZ Wealth Management

SKZ Wealth Management Powered by the largest Independent Broker Dealer, LPL Financial, as reported by Financial Planning magazine, June 1996-2021, based on total revenue.

Securities offered through LPL Financial, Member FINRA/SIPC finra.org sipc.org. Investment advice offered through Private Portfolio Partners, LLC, a registered investment advisor. Private Portfolio Partners and SKZ Wealth Management are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

09/17/2026

As a U.S. citizen living abroad, you face many of the same financial planning issues that citizens who live in the United States face. However, you may also be concerned that your citizenship status may have been jeopardized when you moved abroad, and you may wonder about the estate and income tax i...

09/16/2026

See how the markets performed in August 2026 and year-to-date.

09/13/2026

Qualified small business stock is a type of tax-favored investment in certain small businesses; the Internal Revenue Code provides a tax break to help qualifying small businesses raise capital. A number of Internal Revenue Code requirements apply. Essentially, however, this is stock issued by those....

09/12/2026

See key market data for the week ending September 4, 2026.

09/11/2026

SIMPLE IRA plans can be a good option for small-business owners looking for a retirement plan solution.

09/10/2026

A reverse mortgage is a loan secured by the equity in your home.

09/09/2026

A qualified domestic trust (QDOT) allows a U.S. citizen spouse to transfer assets to a noncitizen spouse without having to pay federal gift and estate tax at the time of the transfer.

09/08/2026

After you die, your estate may have to pay federal gift and estate tax and federal generation-skipping transfer (GST) tax) (together referred to here as estate taxes) on wealth you have given away by will or by intestacy (if you don't have a will) at death (this wealth is referred to as the gross es...

09/07/2026

Here is how to get a copy of your credit report.

09/05/2026

Here are some things to consider when deciding between a fixed rate or adjustable mortgage.

Address

293 Eisenhower Parkway, Ste 360
Livingston, NJ
07039

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 4pm

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