Naming beneficiaries in your will and on your life insurance policy is an incredibly important decision, not only to ensure that the money and assets go where you want them to but also to ensure that the people you care about will be taken care of in the event of your death. While this might […]
About Plotkin Financial Advisors
At Plotkin Financial Advisors our core model is designed to provide comprehensive financial planning and investment management solutions for all of our clients. A strong set of values and goals is infused into every client relationship as we listen to clients to learn what is important to them, and we ask questions based on our experience and insight.
Entries by Plotkin Financial Advisors
With the multitude of streaming platforms and places to watch shows and movies, is cable really necessary these days? As more and more people continue to cut the cord and get rid of standard cable, it may be time to jump on the bandwagon! Keep reading to learn why. The cost of traditional pay-tv services […]
When is the right time to claim Social Security benefits? There is no clear-cut answer. The truth is, the answer can be different for everyone. Not everyone has the same needs for Social Security. While one family may rely heavily on their Social Security benefits, another may only need them for supplemental income during retirement. […]
Have you ever thought about ditching the states and spending your retirement years abroad? If you haven’t, you may want to consider it—especially if you’re worried about having enough savings accumulated for the length of your retirement. You may even be able to retire sooner if you choose to relocate to a foreign destination. Why […]
With the arrival of the New Year it’s time to start thinking about tax filing. The federal government estimates that about 60% of taxpayers use paid preparers to calculate and file their returns. It is never too early to start organizing your receipts, forms and other tax documents. You and your tax preparer will benefit […]
Before considering anything, it is important to know what a Roth TSP is. A Roth TSP, or Thrift Savings Plan, is a tax-deferred retirement savings and investment plan specifically for federal employees and members of the uniformed services. A Thrift Savings Plan is similar to a 401(k) plan, which is a retirement savings plan offered […]
It’s never too early to start estate planning. Having a plan in place at an early age is always preferable to finding you don’t have one when you really need it. If you’re a little lost on what you should be doing first start with these few steps: Make a Comprehensive List of All […]
What do you look forward to the most when you retire? Is it perfecting your golf game, or having the time to take the grandkids to Disney World? Your time opens up when you retire – how do you want to spend it? For those of you who want to travel the world, we couldn’t […]
When it comes to simplifying your personal finances consider consolidating your accounts. Consolidating your Financial Accounts Over the course of a career it is very possible for individuals to accumulate multiple checking, savings, brokerage, and retirement accounts. The likelihood for this increases as we get married, move, change jobs, etc., but it can unnecessarily impede […]
One recognizable allocation in the portfolios of endowments and experienced investors is that they have a percentage of their assets in real estate. Real estate investment may offer several key benefits to your portfolio, and these include: Income – dividends, distributions, rent, etc. Appreciation – increase in valuation Inflation Protection – assets like real estate […]
About Plotkin Financial Advisors, LLC
Check the background of this firm on FINRA’s BrokerCheck at http://brokercheck.finra.org/ FINRA: http://www.finra.org/ | SIPC: http://www.sipc.org/©2020 Plotkin Financial Advisors, LLC | 8401 Connecticut Avenue | Suite 400 | Chevy Chase, MD 20815 | 301-907-9790 | Fax: 301-907-9793
Securities offered through Independent Financial Group, LLC, a registered broker-dealer, member FINRA/SIPC Broker securities available to residents of Alaska, Arizona, California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Maryland, Massachusetts, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, and Virginia.
Advisory services offered through Plotkin Financial Advisors, LLC, a Registered Investment Advisor. Plotkin Financial Advisors, LLC and Independent Financial Group, LLC are not related entities
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