Jesse Maltzman CFP, ChFC

Jesse Maltzman CFP, ChFC

Share

Working with clients since 2003 to secure their financial futures and leave a lasting legacy.

-Reti

How Bear Markets Can Boost Your Long-Term 401(k) Strategy 07/06/2022

How Bear Markets Can Boost Your Long-Term 401(k) Strategy 401(k)s are long term vehicles and there is time to recover. Unless you are already on the cusp of retirement, you can most likely hold out long enough to see at least one more market cycle, if not more. Consider dollar cost averaging an option to buy into the market at lower prices.

So Bad it’s Good? 06/11/2022

Let me start by saying, this title doesn't apply to anything but stock investing. This week the market got punched right between the eyes. Friday, we saw two terrible economic reports. First, we got the most recent read on consumer inflation. CPI in May was up 1%, month over month, and 8.6% YoY. The market had recently strengthened off the lows previously set on May 20th, based on growing expectations that inflation had peaked and the Fed would likely pause its campaign of raising rates in September....

So Bad it’s Good? Let me start by saying, this title doesn’t apply to anything but stock investing. This week the market got punched right between the eyes. Friday, we saw two terrible economic reports. First,…

10 Reasons For Financial Check-Ups As You Save For Retirement 06/11/2022

Are you prepared for the 6 major risks to your retirement savings?

1. Inflation
2. Sequence of Return Risks - Market volatility
3. Taxes
4.Unsustainable Withdrawal Rate
5. Improper Asset Allocation
6. Longevity

Schedule your checkup today!

10 Reasons For Financial Check-Ups As You Save For Retirement Your financial life should also get a regular check-up to ensure that you’re on the right track for your financial goals.

Want your business to be the top-listed Accountant in New York?

Click here to claim your Sponsored Listing.

Location

Website

Address


New York, NY
10019