MARMORSTEIN WEALTH MANAGEMENT
Marmorstein Wealth Management
Boca Raton FL Wealth Management and Financial Advisor
Warren A. Marmorstein, CPA Founder and President |
Today's investment climate offers unprecedented opportunities. At Marmorstein Wealth Management, "A +" rated by the Better Business Bureau, our mission is to help clients take advantage of financial opportunities by providing them with three key tools:
1. A clear understanding of their financial goals.
2. A roadmap for achieving those goals.
3. Advice to help adjust their roadmap when their needs change.
Services offered by Marmorstein Wealth Management cover all areas of financial management. From investment and retirement planning to risk management and estate conservation, the firm specializes in helping its clients develop a cohesive financial plan that fits their unique needs and enables them to meet both short and long-term objectives. Products of varying types are then carefully selected to accomplish those objectives. We are licensed in several states to be able to serve our clientele no matter where they live.
For more information, please call (561) 270 3006. Outside of South Florida callers may phone toll-free at (888) 858-2453.
Watch this 2-minute video about Marmorstein Wealth Management's products and services.
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See Mr. Marmorstein on the radio show, "Ask the Experts" to learn about our investment philosophies and financial planning approach!
WZBT Radio 1230 Radio Appearance
FREE NO STOCK MARKET LOSS,
TAX-FREE RETIREMENT PLAN
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For more information, please contact us at (561) 270 3006. Outside of South Florida residents may phone toll-free at (888) 858-2453.
Newsletters
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HOT TOPIC: Real Estate Commission Changes Around the Corner
The National Association of Realtors is implementing new policies related to how real estate brokers are compensated. Here are some implications for buyers, sellers, and their agents.
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Charitable Gifts of Life Insurance
Life insurance offers a way to make a substantial gift to charity while also benefiting from favorable tax rules.
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Mixing It Up: Asset Allocation and Diversification
This article explains how asset allocation and diversification can work together to help mitigate portfolio risk.
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Saving for College: 529 Plan vs. Roth IRA
529 plans and Roth IRAs can both be used to save for college. This article compares the features of these two saving options.
Calculators
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.