Monthly Archives: November 2012

Kolinsky Wealth Management, LLC. Announces Successful CPE course with 50+ CPAs and Guest Speaker

Woodcliff Lake, N.J. (November 26, 2012) – Kolinsky Wealth Management, LLC. (KWM), located in Woodcliff Lake, N.J. is pleased to announce that it recently hosted a Continuing Professional Education (CPE) course for Certified Public Accountants at the Courtyard Marriot in Montvale, New Jersey.  The event featured Stephen Peterson a CPCU (Chartered Property Casualty Underwriter) who has conducted CPE workshops for CPAs around the country.

The lecture covered topics including the fundamentals of fixed annuities, fixed indexed annuities and the planning applications of life insurance.  More than 50 CPAs from the local area attended.  At the conclusion of the course, Steven and Jason Kolinsky of KWM provided a brief presentation on how the “Power of Partnership” with CPAs can provide financial and insurance services to fulfill client needs.

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Tips for a Successful Financial Retirement

Many of my clients ask, “What can I do to achieve a financially successful retirement?”  They want to know if there is some secret to a financially sound retirement.  The answer is no, but if you have a plan, develop good habits, and maintain the willpower to stay the course you can achieve success.  I will provide a few tips on saving for retirement.

The best time to start saving for retirement is now!  You must understand the power of compounding interest.  The more money you save now; the faster your savings will grow.  If saving for retirement is a priority pay yourself before anyone else.

Now it is time to set your retirement goals.  For example, what age would you like to retire?  How many years do you have until retirement?  How often can you contribute to your retirement savings?  Think about how much you will need to retire comfortably.

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Kolinsky Wealth Management, LLC. Announces Jason M. Kolinsky Achieves CERTIFIED FINANCIAL PLANNER™ Certification

Woodcliff Lake, N.J. (November 13, 2012) – Kolinsky Wealth Management, LLC. (KWM) is pleased to announce that Jason M. Kolinsky, an Investment Advisor Representative and Life and Health Insurance Producer for Kolinsky Financial Group, Inc., located in Woodcliff Lake, N.J., has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame design)® in accordance with CFP Board certification and renewal requirements.

Mr. Kolinsky joined the firm in 2007 and earned his Series 7 and Series 63, becoming a Registered Representative with Allied Beacon Partners, Inc. a Virginia based Broker Dealer in 2010. At KWM, he focuses on Financial Planning Strategies and Wealth Management solutions for businesses and individuals. In addition, he is the Chief Compliance Officer for Kolinsky Wealth Management, LLC. and maintains a seat on the investment committee.

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