According to the National Association of Personal Financial Advisors, 23% of Americans don't believe they will have a comfortable retirement. Put yourself in the other 77% by making sound contributions to your fiscal goals with financial and insurance consulting services from G. Douglas Wealth Management.
Learn how enjoyable your retirement can be by calling our knowledgeable specialist to schedule your consultation. Douglas will put his 35 years of industry experience to work on your financial future.
Live out your retirement in monetary confidence with help from a consulting firm that has been looking over the finances of Toms River residents for more than two decades. Make sure you’re putting aside enough money to retire on, making the proper stock investments and receiving the best insurance rates on your personal or family plan.
Choose G. Douglas Wealth Management in Toms River when you need:
Did you know IRS records show that retirement can last for 30 years - and that it may require up to 80% of your current annual income? Ignoring your financial future now could put in you in a bind down the road. Call on G. Douglas Wealth Management to help map out your monetary plan with expert consulting services.
When your retirement planning is handled by a qualified expert.
Share your retirement concerns with the consultant at G. Douglas Wealth Management in Toms River, NJ - we'll take those worries off your shoulders.
All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication or future results.
Opinions expressed herein are solely those of G. Douglas Wealth Management and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation.
Advisory services are offered by G. Douglas Wealth Management an Investment Advisor in the State of New Jersey. Being registered as an investment adviser does not imply a certain level of skill or training.
It's official. For 2023, the estate and gift tax exemption is $12.92 million per individual, up from $12.06 million in 2022. That means an individual can leave $12.92 million to heirs and pay no federal estate or gift tax. A married couple will be able to shield north of $26 million ($25.84 million) from federal estate and gift taxes. And the annual gift exclusion amount is $17,000 for 2023-up from $16,000.