Retirement Planning in Lakewood, NJ

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List of Firms

Top Retirement Planners in Lakewood, NJ

Yungreis Wealth Management
Location 1777 Ave of the States, Lakewood, NJ 08701, USA
Phone (732) 605-4085
Directions
Cambridge Asset Management
Location 525 E County Line Rd, Lakewood, NJ 08701, USA
Phone (732) 534-0687
Directions
Mayco Financial Services
5 out of 5
Location 713 W Kennedy Blvd, Lakewood, NJ 08701, USA
Phone (732) 363-9900
Language http://www.maycofinancialservices.com/contact_us/
Directions
LPL Financial
SEC File# 801-10970
CRD# 6413
Location 1072 Madison Ave # A, Lakewood, NJ 08701, USA
Phone (732) 942-7022
Directions
BooksSmart
5 out of 5
Location 5 Stamford Hill Rd, Lakewood, NJ 08701, USA
Phone (732) 703-6933
Directions
Terra Financial Solutions
1 out of 5
Location 15 America Ave, Lakewood, NJ 08701, USA
Phone (732) 584-2121
Language http://terrafsllc.com/
Directions
Environmental Remediation Services
Location 999 Airport Rd #4, Lakewood, NJ 08701, USA
Phone (732) 370-6636
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Retirement Planning in Lakewood, NJ

About Lakewood, NJ for Those Planning to Retire

Lakewood, NJ is a vibrant town with a rich history and plenty of landmarks to explore. From the stunning Lakewood BlueClaws stadium to the sprawling Georgian Court University campus, this town is full of sights to see. Top employers in the area include the Lakewood Board of Education, Monmouth Medical Center Southern Campus, and the Ocean County Vocational Technical School. Major highways like the Garden State Parkway and Route 9 make it easy to get around, while neighborhoods like Eagle Ridge, Harrogate, and Four Seasons at Lakewood offer a range of housing options. Whether you're looking for a fun day out or a great place to call home, Lakewood has something for everyone.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Lakewood, NJ could benefit from a bank in several ways. Firstly, a bank can offer financial assistance to those who need it. This is especially important in Lakewood, which has a large population of lower-income families. A bank can provide loans, credit cards, and other financial products to help people manage their money and achieve their goals. Additionally, a bank can offer savings accounts and other investment options to help people build wealth over time. Another way that a bank can help residents of Lakewood is by providing access to financial education and resources. This can include workshops, seminars, and other events that teach people about budgeting, saving, and investing. Overall, a bank can be a valuable resource for people in Lakewood who want to improve their financial situation and achieve their goals.

Insurance Broker

Residents of Lakewood, NJ can benefit from the expertise of an insurance broker in various ways. For instance, an insurance broker can help residents navigate the complex insurance landscape and find the most suitable policies for their needs and budget. In Lakewood, where the population is predominantly Orthodox Jewish, an insurance broker can also assist with finding insurance options that comply with halakhic (Jewish law) requirements, such as those related to health insurance and life insurance. Additionally, an insurance broker can help residents understand the nuances of insurance policies, including deductibles, co-payments, and exclusions, and ensure they are adequately covered for potential risks and liabilities. With the help of an insurance broker, residents of Lakewood, NJ can have peace of mind knowing they have the right insurance coverage to protect themselves and their families.

Wealth Management

Residents of Lakewood, NJ can benefit from the services of a wealth manager in several ways. One of the most common ways is by helping them to plan for their retirement. With the cost of living in Lakewood being higher than the national average, it is important for residents to have a solid plan in place for their retirement years. A wealth manager can help them to create a personalized retirement plan that takes into account their current financial situation, their goals for the future, and any potential risks that they may face. Additionally, a wealth manager can help residents to manage their investments and make informed decisions about where to invest their money. This is particularly important in Lakewood, where the local economy is heavily dependent on the real estate market. By working with a wealth manager, residents can ensure that their investments are diversified and that they are taking advantage of all available opportunities to grow their wealth.

Financial Advisor

Residents of Lakewood, NJ could benefit from the expertise of a financial advisor in a number of ways. One specific area where a financial advisor could be particularly helpful is in navigating the complex tax laws that apply to Lakewood's sizable population of Orthodox Jews. Due to the unique religious practices of this community, many of whom are self-employed or run small businesses, tax planning can be especially challenging. A financial advisor could help these residents maximize their deductions and ensure compliance with local and federal tax regulations. Additionally, a financial advisor could help Lakewood residents plan for future expenses such as tuition for private schools and college education, which are a high priority for many families in the area. With the right guidance, residents of Lakewood could better manage their finances and achieve their long-term financial goals.

Mortgage Loan Officer

Residents of Lakewood, NJ can benefit from the services of a mortgage loan officer in numerous ways. For instance, a mortgage loan officer can help first-time homebuyers navigate the complex process of purchasing a home. Moreover, given the high cost of living in Lakewood, NJ, a mortgage loan officer can help residents secure a mortgage with favorable terms and interest rates. Additionally, given the large Orthodox Jewish community in Lakewood, NJ, a mortgage loan officer with knowledge of the specific needs and requirements of this community can be invaluable. For example, they can help secure loans that comply with Jewish law, such as those that avoid charging interest. Overall, a mortgage loan officer can be an essential resource for residents of Lakewood, NJ looking to purchase or refinance a home.

Tax Services

Residents of Lakewood, NJ can greatly benefit from the services of a tax advisor. With a population of over 100,000 people, Lakewood is the largest municipality in Ocean County, New Jersey. As such, there are a variety of tax-related issues that residents may face. For example, many residents in Lakewood are members of the Orthodox Jewish community, which has unique tax considerations. A tax advisor can help these individuals navigate the complex rules surrounding charitable giving and religious exemptions. Additionally, many residents in Lakewood are self-employed or small business owners. A tax advisor can provide valuable guidance on how to maximize deductions and minimize tax liability. With their expertise in tax law and regulations, a tax advisor can help residents of Lakewood navigate the intricacies of the tax code and ensure that they are in compliance with all applicable laws and regulations.

Estate Planning Lawyer

Residents of Lakewood, NJ can benefit greatly from the services of an estate planning lawyer. With its large Orthodox Jewish community, Lakewood has unique estate planning needs that require a lawyer with specialized knowledge in this area. An estate planning lawyer can assist residents in creating wills, trusts, and other legal documents that align with their religious beliefs and cultural practices. They can also help navigate complex tax laws and ensure that assets are distributed in a way that minimizes taxes and maximizes benefits for heirs. In addition, an estate planning lawyer can provide guidance on long-term care planning, including Medicaid eligibility and nursing home care. With an experienced estate planning lawyer on their side, residents of Lakewood can have peace of mind knowing that their assets and loved ones are protected.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planning services offered by a retirement planner in Lakewood, NJ can be highly advantageous for those looking to secure their future. These services can encompass a range of aspects, from investment advice to estate planning. The retirement planner can assist in developing a personalized plan that takes into account the individual's current financial status, future goals, and potential risks. In Lakewood, NJ, the retirement planner can also provide valuable insights into the unique tax laws and regulations that apply to the area. With their expertise, the retirement planner can help clients navigate the complexities of retirement planning and ensure that they are on track to achieve their desired financial outcomes. Overall, the retirement planner in Lakewood, NJ can be an invaluable resource for individuals seeking to maximize their retirement savings and secure their financial future.

Lakewood, NJ is undoubtedly the best place to get a retirement planner due to its thriving financial industry and exceptional quality of life. With a plethora of financial institutions and investment firms, Lakewood boasts a robust financial sector that is well-equipped to cater to the needs of retirees. Moreover, the town's serene and peaceful environment provides the perfect backdrop for retirees to enjoy their golden years. From the picturesque parks and nature reserves to the vibrant cultural scene, Lakewood offers an unparalleled lifestyle that is sure to appeal to retirees seeking a peaceful and fulfilling retirement. With its unique blend of financial expertise and quality of life, Lakewood is the ideal destination for anyone looking to secure their financial future and enjoy a comfortable retirement.