Jeff Witz, CFP
Financial planning: Your year-end ‘to do’ list
"The potential GOP tax bill makes it difficult to know exactly how the landscape will look in 2018... nevertheless, there are some items you can take care of before the end of the year that can impact your 2017 taxes and overall financial plan," write Jeff Witz, CFP, and David Zemon.
[Video] Prescription for financial health: Risk management (part 2 of 4)
In this video, Jeff Witz, CFP, discusses Economic Life Value as well as life and disability insurance.
[Video] Prescription for financial health: Accumulation/investments (part 3 of 4)
In this video, Jeff Witz, CFP, explains "loanership" and "ownership" investment assets and shares the top five reasons for investment loss.
[Video] Prescription for financial health: Asset protection (part 4 of 4)
In this video, Jeff Witz, CFP, outlines common asset protection strategies and discusses estate taxes.
How to choose the best retirement savings plan
There are several options for saving for retirement, but first develop a good understanding of how these retirement accounts work to get the most out of your savings.
Do I really need a long-term disability policy?
The chances of needing long-term disability insurance are higher than you might think and can be worth the expense
How to create a more balanced portfolio
As some assets appreciate in value and others lose value, your portfolio’s allocation changes. Rebalancing is the remedy for asset drift and an important part of maintaining a healthy investment portfolio.
How often should beneficiaries be reviewed?
Following some basic guidelines will ensure the beneficiary designations you make are accurate and up to date.

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