Teplitz Financial

Teplitz Financial Group

3 Jocama Blvd Suite , Ste 200A

Old Bridge, NJ 08857

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Newsletters

Reward Workers and Fund Retirement with a Cash Balance Plan

Cash balance plans can be a powerful tool for employee recruitment and retention, plus they have generous contribution limits that increase with age.
Risk Tolerance Is About You, Not the Market

An investor’s personal situation should be considered when assessing his or her risk tolerance.
Do You Need a Power of Attorney?

Explore three types of powers of attorney and find out how a living will can supplement a durable POA for health care.
Is Smart Beta for You?

Unlike traditional index funds, smart-beta funds track indexes that are selected and weighted based on factors other than market capitalization.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.
Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
Disability Income Insurance

How much Disability Income Insurance do you need?
Retirement Portfolio Lifespan

How Long Will Your Funds Last?

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