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Phone:

212-949-9200

Fax:

888-684-7665

E-mail:

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Warmest regards,   

Warren Rosen, President

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“Our mission is to educate, guide and inspire our clients to make important decisions with respect to the protection, preservation and transfer of their life's work, offering advice and products that instill the confidence our clients can trust.”

Have You Set a Retirement Savings Goal?

Guides readers through estimating a realistic retirement savings target.

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Important Tax Breaks for Pass-Through Businesses

Explains potential 20 % QBI deductions and qualified property benefits for pass-through entities.

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Versatile 529 Plans Can Help with More than Just College

Explains expanded uses making 529 plans more flexible.

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HOT TOPIC: What’s in the New Tax Legislation?

Provides an overview of key provisions in the new "One Big Beautiful Bill Act."

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Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Lease Payment

How much would your monthly lease payment be?

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Credit Card Debt

How Long Will It Take to Pay my Balance?

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