🌍 Curious about the economic impact of an aging world? Discover how demographic shifts are shaping the future, #AgingPopulation #EconomicImpact #SeniorPrograms #DemographicShifts https://hubs.la/Q02JzQpz0
Samalin Wealth
Financial Services
Chappaqua, NY 106 followers
Elevate Your Financial Potential.
About us
Samalin Wealth is an SEC registered investment advisory firm. We offer curated wealth management designed to elevate our client's financial potential. Our mission is to provide clients a sound, reliable, and expert environment to deliver financial insights and solutions. We operate with fiduciary responsibility and provide our clients the one-on-one care, professionalism, and advocacy they deserve.
- Website
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http://www.samalinwealth.com
External link for Samalin Wealth
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Chappaqua, NY
- Type
- Privately Held
- Founded
- 2007
- Specialties
- Financial Advisor, Wealth Management, Divorce Financial Planning, and Retirement Planning
Locations
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Primary
297 King Street
Chappaqua, NY 10514, US
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One Grand Central Place
Suite 4600
New York, NY 10165, US
Employees at Samalin Wealth
Updates
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🏠📚✨ Our latest newsletter is packed with valuable information on Housing Market Trends, Saving for College, Home Improvements, Family Limited Partnership Plan, and more. Stay informed and up-to-date with the latest trends and tips in these important topics. Don't miss out on this valuable resource - subscribe to our newsletter today! #newsletter #housingmarket #collegesavings #homeimprovement #familyplanning #stayinformed 💡📰👨👩👧👦 https://hubs.la/Q02Jzd_q0
Q3 2024 Newsletter
samalinwealth.com
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🏡📈 Are you feeling the impact of higher interest rates on the real estate market? 📉💰 As interest rates continue to rise, many potential homebuyers are starting to feel the pinch. With higher rates, mortgage payments are increasing, making it more challenging for some buyers to afford their dream home. 💸💔 If you're in the market for a new home, carefully consider your options and weigh the pros and cons of buying in a higher rate environment. With the right strategy and guidance, you can still make your homeownership dreams a reality. 🌟🔑 #RealEstateRoundup #HigherRates #HomeownershipDreams https://hubs.la/Q02FRJJ_0
Real Estate Roundup: Feeling the Impact of Higher Rates
samalinwealth.com
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💡 Did you know that understanding the tax treatment of home energy rebates may provide you savings and benefits? 🏡💰 When it comes to saving money on your energy bills, every little bit counts. That's why it's important to know how rebates for energy-efficient upgrades to your home are treated for tax purposes. By taking advantage of these incentives, you may not only save on your monthly bills but also potentially receive tax benefits. #EnergySavings #HomeImprovement #TaxBenefits #GreenLiving #Sustainability #SaveMoney #GoGreen #EnergyEfficiency #TaxTips https://hubs.la/Q02FRqhY0
Tax Treatment of Home Energy Rebates
samalinwealth.com
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Feeling more confident about retirement? You're not alone! A recent study shows that retirement shows that individuals are feeling optimistic about their financial future. It's never too early to start planning for retirement - have you started thinking about your retirement goals? #RetirementConfidence #FinancialFuture #PlanAhead https://hubs.la/Q02FRvWG0
Retirement Confidence Edges Up, With Some Optimism
samalinwealth.com
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🔮 Curious about what the future holds for Social Security and Medicare? Check out this insightful blog post for expert analysis! Click the link to learn more: https://hubs.la/Q02zRBQ80 #SocialSecurity #Medicare #FinancialPlanning #RetirementPlanning
What Does the Future Hold for Social Security and Medicare?
samalinwealth.com
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Relief for Certain RMDs from Inherited Retirement Accounts for 2024 https://hubs.la/Q02zRW560
Relief for Certain RMDs from Inherited Retirement Accounts for 2024
samalinwealth.com
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What to Know About T+1 Trade Settlement https://hubs.ly/Q02w8NWP0
What to Know About T+1 Trade Settlement
samalinwealth.com
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Some States Will Offer Home Energy Rebates in 2024 https://hubs.la/Q02w8Ll20
Some States Will Offer Home Energy Rebates in 2024
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Unraveling the Complex Dance of Inflation, Interest Rates, and High-Yielding Securities https://hubs.ly/Q02w8FgZ0
Unraveling the Complex Dance of Inflation, Interest Rates, and High-Yielding Securities
samalinwealth.com