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  • Home
  • About Us
  • Services
    • Investment Advisory Services
    • Retirement Planning for Privately Held Businesses
    • Corporate Retirement Plan Consulting
    • Section 1031 Tax Deferred Exchanges
    • Estate Planning
    • Comprehensive Financial Planning
    • Insurance Planning
    • Privately Held Business Consulting
  • Partnering with Your CPA Practice
  • Events
  • Videos & Articles
  • Contact
Jan 26
0

Rising Rates? Market Volatility?

By Jason Kolinsky | Uncategorized | No Comments

If there is a specific topic you would like me to cover please reach out at jkolinsky@kolinskywealth.com. I want this to be a community and would love to hear from…

Read More
Jan 26
0

IRA & 401(k) Limits Increased!

By Jason Kolinsky | Uncategorized | No Comments

If there is a specific topic you would like me to cover please reach out at jkolinsky@kolinskywealth.com. I want this to be a community and would love to hear from…

Read More
Jan 26
0

Investment Returns and The Rule of 72

By Jason Kolinsky | Uncategorized | No Comments

What is a fair rate of return? How long until I double my money? 1. A fair rate of return is typically anywhere between 5-7% over time depending on your…

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Jan 26
0

The Impact of Inflation

By Jason Kolinsky | Uncategorized | No Comments

Inflation is the cost of goods going up over time! A dollar today is not worth the same as a dollar tomorrow. This impacts your purchasing power! If your investments…

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Jan 26
0

What is Life Insurance?

By Jason Kolinsky | Uncategorized | No Comments

Life insurance is a policy that protects you and your family. The death benefit that you buy is entirely tax-free and goes to whomever you designate it to. The two…

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Jan 26
0

Pay Yourself First!

By Jason Kolinsky | Uncategorized | No Comments

Saving than lifestyle! Your top priority should be saving! Contribute to your 401(k) up to the full employer match or open up an IRA and also automate savings from your…

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Jan 26
0

How Much Do I Need to Retire?

By Jason Kolinsky | Uncategorized | No Comments

How much do I need to retire? There are many factors that go into calculating how much an individual needs to retire to maintain their current standard of living, but…

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Jan 26
0

What is Diversification?

By Jason Kolinsky | Uncategorized | No Comments

What is diversification? As many of us have heard, you are not supposed to have all of your eggs in one basket. A diversified portfolio is one that is customized…

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Jan 26
0

Required Minimum Distribution Explained

By Jason Kolinsky | Uncategorized | No Comments

An RMD or Required Minimum Distribution is the amount of money you have to withdraw from your account once you reach the age of 70 1/2. An IRA, SEP IRA,…

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Jan 26
0

Retirement Rant Podcast Episode 2 – Financial Apps

By Jason Kolinsky | Uncategorized | No Comments

In this episode Jason and Chad discuss their favorite personal finance apps and how they utilize them for investments, credit, budgeting, saving, and much more! Tune in and give us…

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Contact

Kolinsky Wealth Management

500 North Franklin Turnpike
Suite 104
Ramsey, NJ 07446
Phone: (201) 474-4011
Fax: 201-505-4879

Advisory Services offered through Kolinsky Wealth Management, LLC an independent Registered Investment Advisor, Securities offered through The Strategic Financial Alliance Inc. ( SFA ) Member FINRA , SIPC Kolinsky Wealth Management, LLC is not affiliated with The Strategic Financial Alliance Inc., Insurance Products offered through Kolinsky Financial Group, Inc.

The SFA does not provide tax or legal advice. This does not constitute an offer to buy or sell any security. Investments in securities are not suitable for all investors. Investment in any security may involve a high degree of risk and investors should review all "Risk Factors" before investing. Investors should perform their own due diligence before considering any investment. Past performance and/or forward looking statements are never an assurance of future results. Investment products, Insurance, and Annuity products are not FDIC Insured/Not Bank Guaranteed/Not Insured by any Federal Government Agency/May Lose Value.

Check the background of this firm on FINRA's BrokerCheck. View our Customer Relationship Summary form CRS.

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