Skip to main content

Alloy Silverstein Financial Services, Inc.

 (856) 667-6228   info@asfinancialservices.com
  •  
  •  
  • Check us out on BrokerCheck

 

Alloy Silverstein Financial Services, Inc.

  • Home
  • About Us 
    • Our Values & Beliefs
    • Our Team
    • Our Clients
  • Services
    • Wealth Management
    • For Individuals & Business Owners
    • For Medical & Legal Professionals
    • For Professional Athletes
  • Resources
    • Blog
    • Newsletters
    • Tools & Calculators
    • Useful Websites
    • Avantax
  • Client Logins
  • Contact

    You are here

  1. Home
  2. Blog

Blog

Who Won and What Could It Mean?

Submitted by Alloy Silverstein Financial Services, Inc. on November 23rd, 2020

At the time of this writing, it is November 2nd and I don’t know who won the election. Are you happy or sad? Whichever you are, get over it and plan for your future. Let’s take a look at the likely policies that will be followed depending on who is in charge.

Tags:
  • biden
  • Cash
  • economy
  • election
  • financial advisor
  • financial planning
  • Money
  • trump
  • Read more

When Cash is King.... and When It Isn't

Submitted by Alloy Silverstein Financial Services, Inc. on August 26th, 2020

When preparing a financial plan for any client, one of our primary goals is to have enough income sources, even if there is a periodic disruption in the investment portfolio. Some fortunate clients have a pension, social security, annuities, bond interest, and/or dividends that will cover their needs.

Tags:
  • Cash
  • economy
  • financial advisor
  • financial planning
  • Money
  • Read more

I Am Planning.... To Be Surprised

Submitted by Alloy Silverstein Financial Services, Inc. on July 1st, 2020

It has been comforting to me, and I think to our clients, that during the Coronavirus crisis the Retirement and Financial Plans we worked on in prior months and years showed what their real financial position is instead of focusing on only short-term market moves. However, even well-conceived plans encounter challenges when circumstances change in an unexpected way.

Tags:
  • economic outlook
  • financial planning
  • stock market
  • stocks
  • world economy
  • Read more

Eldercare Choices in the COVID-19 Era

Submitted by Alloy Silverstein Financial Services, Inc. on July 1st, 2020

Exploring your extended care options may be wise at this time.

  

Tags:
  • generations
  • Healthcare coverage
  • personal finances
  • Read more

New IRS Guidance on 2020 IRA Distributions

Submitted by Alloy Silverstein Financial Services, Inc. on June 26th, 2020

IRA Distributions Done for Tax Year 2020 May Be Deposited Back By August 31, 2020.

We are happy to report that the IRS has announced rollover relief for required minimum distributions from retirement accounts that were taken for tax year 2020.  This clarifies and updates the prior guidance that had been offered under Tags:

  • IRA
  • tax planning
  • taxes
  • Read more

Investing in the Wake of COVID-19

Submitted by Alloy Silverstein Financial Services, Inc. on June 9th, 2020

By now, there’s a good chance that the recent market downturn resulting from the COVID-19 pandemic has left you questioning your investment strategy. But now that the sudden onset of this downturn has passed, it’s time to thoughtfully reevaluate your investing plans in the wake of COVID-19.

Tags:
  • economy
  • investment
  • investment performance
  • investment planning
  • stock market
  • Read more

Approaches to Business Valuation

Submitted by Alloy Silverstein Financial Services, Inc. on June 8th, 2020

Here’s what you need to know.

  

In the third quarter of 2019, more than 2,400 small businesses were sold. The median sale price was roughly $278,000, up 3.3% from 2018.1

 

As a business owner, ascertaining the value of your business is essential for a variety of reasons, including business succession, estate tax estimates, or qualifying for a loan.

 

Tags:
  • business planning
  • succession planning
  • Read more

May Is Disability Insurance Awareness Month

Submitted by Alloy Silverstein Financial Services, Inc. on May 26th, 2020

What it is, and why it's important.

 

Did you know that May is Disability Insurance Awareness Month? First started in 2007, the month of May was the first time that information about disability insurance became more easily accessible to millions of Americans. Recently, Disability Insurance Awareness Month has become a time in which many insurance professionals come together in order to help educate the public on the importance of disability insurance.1

 

 

Tags:
  • disability insurance
  • insurance planning
  • Read more

Roth IRA Conversion in the Era of COVID-19

Submitted by Alloy Silverstein Financial Services, Inc. on April 14th, 2020

Is it right for you? 

 

The COVID-19 pandemic has shaken up nearly every aspect of American life. To say it’s been a difficult time would be an understatement. 

 

However, difficult times may open doors to new possibilities. Businesses are changing their ways of operating, and individuals are exploring new avenues for investment. It may be time for you to consider some opportunities, as well.

 

Tags:
  • IRA conversion
  • roth ira
  • Read more

Quarterly Economic Update for Q1, 2020

Submitted by Alloy Silverstein Financial Services, Inc. on April 13th, 2020

In this Q1 recap: COVID-19 hits the United States, followed by heavy economic volatility, government stimulus, and an as-yet untold human cost.

Tags:
  • economic outlook
  • economic update
  • economy
  • stock market
  • Read more
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
  • 8
  • 9
  • …
  • next ›
  • last »

Archived Blog

  • November 2020 (1)
  • August 2020 (1)
  • July 2020 (2)
  • June 2020 (3)
  • May 2020 (1)
  • April 2020 (3)
  • March 2020 (8)
  • February 2020 (4)
  • January 2020 (7)
  • December 2019 (3)
  • November 2019 (4)
  • October 2019 (3)
  •  
  • 1 of 5
  • ››

Categories

  • 401k (7)
  • 403b (2)
  • 529 (4)
  • annuities (2)
  • baby boomers (2)
  • beneficiary (2)
  • biden (1)
  • bonds (1)
  • budgeting (6)
  • business planning (5)
  • capital gains (3)
  • career (1)
  • Cash (2)
  • charitable donations (3)
  • children (4)
  • credit (4)
  • debt management (6)
  • disability insurance (2)
  • diversification (4)
  • divorce (1)
  • documents (1)
  • donating (1)
  • economic outlook (5)
  • economic update (3)
  • economy (14)
  • education planning (6)
  • election (1)
  • emergency fund (2)
  • entrepreneur (2)
  • estate planning (10)
  • family (7)
  • financial advisor (3)
  • financial planning (41)
  • financial planning tool (1)
  • financial studies (1)
  • firm news (1)
  • fraud (4)
  • generations (5)
  • gift tax (1)
  • goals (6)
  • Healthcare coverage (1)
  • identity theft (3)
  • important forms (1)
  • infographic (1)
  • inheritance (4)
  • insurance planning (2)
  • investment (1)
  • investment performance (1)
  • investment planning (14)
  • IRA (1)
  • IRA conversion (1)
  • law (3)
  • life insurance (5)
  • lump sum (1)
  • market volatility (3)
  • marriage (1)
  • millennials (3)
  • Money (2)
  • money management (3)
  • mortgage (1)
  • new job (1)
  • newlywed (2)
  • personal finance (5)
  • personal finances (9)
  • personal financial organizer (1)
  • professional athlete (2)
  • real estate (4)
  • recordkeeping (1)
  • retiree (1)
  • retirement age (5)
  • retirement planning (31)
  • retirement strategy (10)
  • risk management (5)
  • roth 401k (1)
  • roth ira (5)
  • saving (5)
  • SECURE Act (4)
  • self-employment (3)
  • social security (5)
  • spending (2)
  • stock market (10)
  • stocks (1)
  • student loans (2)
  • succession planning (5)
  • survivors (2)
  • tax planning (17)
  • tax reform (5)
  • tax season (2)
  • taxes (7)
  • trump (1)
  • wall street (1)
  • wealth (2)
  • will (6)
  • world economy (7)

Book a Meeting

Tell a Friend

Looking to learn more?

Get in touch today

Contact Us

Additional Information

  • Sitemap
  • Legal, privacy, copyright and trademark information

Contact Us

Latest news

  • Who Won and What Could It Mean?
  • When Cash is King.... and When It Isn't
  • I Am Planning.... To Be Surprised

Avantax financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

Securities offered through Avantax Investment Services SM, Member FINRA, SIPC.
Investment Advisory Services offered through Avantax Advisory Services SM.
Insurance services offered through an Avantax affiliated insurance agency.

The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth ManagementSM does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business.

This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

Content, links, and some material within this website may have been created by Advisor Websites for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth ManagementSM or its subsidiaries. Avantax Wealth Management is not responsible for and does not control, adopt, or endorse any content contained on any third-party website.

© 2021 Alloy Silverstein Financial Services. All rights reserved.

Website Design For Financial Services Professionals