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.
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
The Pros and Cons of Banking Your Money
The Pros and Cons of Banking Your Money
Business Owner’s Guide to the New Normal
What’s your most pressing priority right now? This interactive guide will walk you through the process of assessing your business priorities and provide actionable insights to bring them to fruition. You can also take the self-assessment to help you get started on planning your next steps.
A Cheat Sheet for Sending Your Kid to College
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Infographic: Family Caregivers – Unseen labor in America
For many employees, work is not limited to the workday and expands to include the role of caring for loved ones at home before, after, and often during their jobs...
Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
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How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Saving for College
This calculator can help you estimate how much you should be saving for college.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
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Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.