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120 Broadway
37th floor
New York, NY 10271

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Jonathan Blinken

(212) 249-9200

 
Student Loan Protection The Long Run: Women and Retirement Don’t Myth Out on Whole Life The Independence of Financial and Emotional Well-Being

Building Your Unique Financial Strategy

Do you have a financial strategy in place? If you don’t, it’s likely not because you haven’t thought about your future or retirement or you’re not sure where to start. Often, many individuals and families need a professional that will teach them what they don’t know and guide them through the planning process.

At Strategies for Wealth, with the help of Jonathan Blinken’s exceptional team, we work closely with clients and develop strategies that can grow with them over the years. Our goal is to protect clients’ personal economies from the unpredictable macro-economy, including events that could derail their financial success. We specialize in serving hard-working individuals, families, and their businesses by offering comprehensive “protection first” financial planning and state-of-the-art pension plans. This includes retirement, income distribution strategies, estate, and education planning.

In all that Jonathan does, his mission is to educate his clients and empower them to feel more in control of their financial life and decision-making. He leverages the finest advisors in the financial planning field, matches clients to the advisor that is right for them based on extensive criteria, and stays intimately involved throughout the entire process. He co-designs his client’s plans and doesn’t rely on cookie-cutter approaches to estate planning. Jonathan is also able to coordinate with other professionals, such as CPAs and attorneys, and takes a holistic approach to financial planning.

Based in New York City, we serve clients throughout the New York metro area, and the country. Whether you want to start building your wealth, protect your wealth, plan for your retirement, or create a legacy, we invite you to contact our office to see how we may be able to help.

Helpful Content

Supplementing Retirement Income with Whole Life

Supplementing Retirement Income with Whole Life

Whole Life insurance can add to your retirement income and allow you to live confidently.

The 12 Steps to Living Confidently: How to Protect Yourself

The 12 Steps to Living Confidently: How to Protect Yourself

Protection. We’re obsessed with it these days.

Infographic: 2019 Taxes by the Numbers

Infographic: 2019 Taxes by the Numbers

Here are the official tax numbers for 2019.

 

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

Bank on Your Good Health

How to lower your risk of chronic illness

6 Tips From Tech Start-ups for Your Non-tech Business

Let’s suppose you’re reading this on your phone. You’re wearing clothes that you bought online, and you’re on your way to...

Creative Ways to Motivate Your Employees

Five creative (and inexpensive) ideas for motivating your employees.

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

5 Tips for Self-Care in Tough Times

With the current landscape creating changes—and challenges—for everything from our day-to-day routines like the way we shop for necessities to employment risks and realities, the need for self-care has never been more important.

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Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

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