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Glossary | Norman Juniewic Wealth Management
http://www.normanjuniewic.com/tools/glossary
North Haven, CT 06473. A method of exchanging insurance-related assets without triggering a taxable event. Cash-value life insurance policies and annuity contracts are two products that may qualify for a 1035 exchange. A 403(b) plan is similar to a 401(k). A 403(b) is a qualified retirement plan available to employees of non-profit and government organizations. A mortgage with an interest rate that is adjusted periodically based on an index. Adjustable-rate mortgages generally have lower initial inte...
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Tax Resources | Norman Juniewic Wealth Management
http://www.normanjuniewic.com/tools/tax-resources
North Haven, CT 06473. 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. No one strategy fits everyone, which is why every client gets our undivided atten. Learn More. Sign up for my Newsletter. A registered investment a...
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Investment | Norman Juniewic Wealth Management
http://www.normanjuniewic.com/resource-center/investment
North Haven, CT 06473. 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. Should I Invest In REITs? Are Real Estate Investment Trusts right for your portfolio? Over time, differ...
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Do You Feel Lucky? | Norman Juniewic Wealth Management
http://www.normanjuniewic.com/resource-center/estate/do-you-feel-lucky
North Haven, CT 06473. Do You Feel Lucky? Recent changes in estate tax laws could affect the strategy you have in place. When Special Care Is Needed: The Special Needs Trust. A special needs trust helps care for a special needs child when you’re gone. Tips for Finding Care for Your Special-Needs Child. The care of special-needs children continues into their adult years, and may survive the passing of their parents. Principles of Preserving Wealth. Sign up for my Newsletter. Norman Juniewic is registered ...
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Team | Norman Juniewic Wealth Management
http://www.normanjuniewic.com/team
North Haven, CT 06473. We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. We can help you address:. Investing principles and strategies. Retirement investing and distribution strategies. We also can answer your questions, including:. Can I retire early? Are my investments working hard enough? What’s a good approach for college savings? What are the elements of a sound estate strategy? Do I have enough life insurance for my family?
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Perception vs. Reality | Norman Juniewic Wealth Management
http://www.normanjuniewic.com/resource-center/retirement/perception-vs-reality
North Haven, CT 06473. Perception vs. Reality. There’s an alarming difference between perception and reality for current and future retirees. Should You Ever Retire? A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all. Choices for Your 401(k) at a Former Employer. Individuals have three basic choices with the 401(k) account they accrued at a previous employer. There are a number of ways to withdraw money from a qualified retirement plan.
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The Real Cost of a Vacation Home | Norman Juniewic Wealth Management
http://www.normanjuniewic.com/resource-center/investment/the-real-cost-of-a-vacation-home
North Haven, CT 06473. The Real Cost of a Vacation Home. What if instead of buying that home, you invested that money? The Fed and How It Got That Way. A quick history of the Federal Reserve and overview of what it does. A Decision Not Made Is Still a Decision. Investors who put off important investment decisions may face potential consequence to their future financial security. Keys to Investing for Retirement. There are some key concepts to understand when investing for retirement.
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Insurance | Norman Juniewic Wealth Management
http://www.normanjuniewic.com/resource-center/insurance
North Haven, CT 06473. Insurance transfers the financial risk of life's events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. A strategy can include personal insurance, liability insurance, and life insurance. The Other Sure Thing. Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared? Protecting Those Who Matter Most. Extended Care: A Patchwork of Possibilities. Each year hundreds ...
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Account View Overview
http://www.normanjuniewic.com/p/account-view-overview
North Haven, CT 06473. Account View Overview Video . Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience. Sign up for my Newsletter.
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