Park Avenue Wealth Management

read moreStrucuturing Assets into different "buckets" is not only effective for financial planning its effective for our clients. Utilizing the bucket approach, affords our clients peace of mind and the freedom to persue new dreams without breaking the bank. We believe the financial plan is the foundation to an investor's success. It's about working to achieve short- and long-term goals, and helping protect the most important things in your life. What contributes to your financial success more than anything else is making a plan, and sticking with it.

read moreOur firm specializes in helping individuals develop sound retirement strategies. If you are retired - or approaching retirement - please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial & tax concepts and investment products, and take the mystery out of investing, taxes, insurance, estate conservation, and preserving wealth. We understand the many challenges of retirement today and know the biggest concern for many is outliving their money.

read moreOur reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives.

read moreReady for retirement? Find out why many are considering encore careers and push your boundaries into something more, here. Learn about the advantages of Business Owner Policies with this highly educational and fun animated video. How does your ideal retirement differ from reality, and what can we do to better align the two? It's never a bad time to speak with your financial professional about changes in your situation. In life it often happens that the answers to our most pressing questions are right in our own backyards.

read moreEffective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out - even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.

read moreWhere will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources. It can be difficult for clients to imagine how much they'll spend in retirement. This short, insightful article is useful for jumpstarting a conversation about retirement spending, spending habits, and potential medical costs.

read moreThis content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation.

read moreOur glossary of terms has more than 200 entries that explain various financial concepts, ideas, and strategies. Scroll through and find the information you need. Our tax center was designed to help you access the resources you may need to prepare for the upcoming tax season. Our collection of calculators is a great starting point if you have a question or concern about your personal finances. Click on a calculator to begin.