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
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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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Fixed Annuities: Retirement Income for Now or Later
Purchasing a fixed annuity shifts the risk for future investment returns to the insurance company and could help create a pension-like income stream for retirement.
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HOT TOPIC: What’s Happening in the World of Higher Education?
This article covers the decline in college enrollment, recent developments in student debt and financial aid, and tips for making cost-effective decisions.
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New FAFSA Favors Grandparent College Giving
Changes to the 2024–2025 Free Application for Student Aid (FAFSA) allow grandparents to help with college expenses without affecting financial aid eligibility based on the FAFSA.
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REITs, Rates, and Income
This article provides an overview of REITs, including how they can offer a consistent income stream and why changing interest rates can affect REIT performance.
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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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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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.