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Lifestyle | Abbondandolo Wealth Management

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Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual “enjoy the journey.”. Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions. Using smart management to get more of what you want and free up assets to invest. To Buy or Not to Buy.

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Our Process | Abbondandolo Wealth Management

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We begin this stage during our initial meeting where we get to know one another. We focus on what your specific needs are and what you want your investment capital to do for you. The primary objective of this stage is to develop an effective, long-term investment strategy that is custom tailored to the unique needs of each client. We then develop a comprehensive plan that outlines the strategy we recommend for long-term success. Phase IV: Monitoring and Adjusting. 21 Cedar Swamp Road. This website and in...

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Acres of Diamonds | Abbondandolo Wealth Management

http://www.awmny.com/resource-center/lifestyle/acres-of-diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards. Have A Question About This Topic? Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions. What to Look for in Personal Finance Apps. An increasing number have been developed to help individuals with their personal finances. Using smart management to get more of what you want and free up assets to invest. 21 Cedar Swamp Road.

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You May Need to Make Estimated Tax Payments if…

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You May Need to Make Estimated Tax Payments If. You may have to make estimated tax payments if you earn income that is not subject to withholding, such as income from self-employment, interest, dividends, alimony, rent, realized investment gains, prizes, and awards. How to Pay Estimated Taxes. How to Figure Estimated Tax. When to Pay Estimated Taxes. For estimated tax purposes, the year is divided into four payment periods, each with a specific payment due date. If you do not pay enough tax by the du...

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All Videos | Abbondandolo Wealth Management

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The Cycle of Investing. Understanding the cycle of investing may help you avoid easy pitfalls. Do You Feel Lucky? Recent changes in estate tax laws could affect the strategy you have in place. Events on Wall Street. Can successful investors predict changes in the markets? Some can but others miss the market’s signals. Perception vs. Reality. There’s an alarming difference between perception and reality for current and future retirees. The Power of Tax-Deferred Growth. The Facts About Income Tax. What Can...

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Investment

http://www.awmny.com/resource-center/investment

Investing should be easy – just buy low and sell high – but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors. From Boats to Brokers. From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

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Retirement

http://www.awmny.com/resource-center/retirement

Where 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. What does your home really cost? An Inside Look at Retirement Living. Have A Question About This Topic? Social Security: By the Numbers. How to Bake a Pie-R-A.

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Tax Resources | Abbondandolo Wealth Management

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Click on one of the categories below to find forms, explanations, and other tools to help you manage your taxes. A list of important dates from the federal tax calendar. A full set of downloadable forms from the IRS. A full set of downloadable publications from the IRS. Tables to enable you to find your federal marginal income tax rate. 21 Cedar Swamp Road. Check the background of your financial professional on FINRA's BrokerCheck. WARRANTIES & DISCLAIMERS. There are no warranties implied. By submitting ...

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Our Mission | Abbondandolo Wealth Management

http://www.awmny.com/p/our-mission

At Abbondandolo Wealth Management. We have made a commitment to excellence in everything we do. Our goal is to exceed our clients’ expectations at all times. When you choose our financial planning services you benefit from obtaining comprehensive advice from a team of highly qualified professionals, individuals with past experience in addressing your particular financial needs. 21 Cedar Swamp Road. Check the background of your financial professional on FINRA's BrokerCheck. WARRANTIES & DISCLAIMERS. This ...

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Retirement Redefined | Abbondandolo Wealth Management

http://www.awmny.com/resource-center/retirement/retirement-redefined

Around the country, attitudes about retirement are shifting. Have A Question About This Topic? A Bucket Plan to Go with Your Bucket List. A bucket plan can help you be better prepared for a comfortable retirement. 9 Facts About Retirement. Regardless of how you approach retirement, there are some things about it that might surprise you. An Inside Look at Retirement Living. A number of questions and concerns need to be addressed to help you better prepare for retirement living. 21 Cedar Swamp Road.