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    InvestmentServices Investing JupiterFL

    How Are Your Investment Accounts Protected?

    By Jackie Goldstick, CFP®September 27, 2018

    When you deposit money into a bank account, the bank uses those funds to make loans. In the unlikely event that too many loans go…

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    Financial Planning

    Why Estate Planning Should Begin At 18

    By Jackie Goldstick, CFP®September 20, 2018

    As a financial planner, one of the topics that I always bring up with my clients, although most of them don’t like to discuss it,…

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    How Today’s Spending Habits Impact Your Retirement

    By Todd Schanel, CFA, CPA, CFP® and Jackie Goldstick, CFP®September 7, 2018

    When helping people plan for their financial future, the overriding principle that governs the advice we give is to “control what we can.”, and one…

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    Retirement Planning-Financial Advisor in West Palm Beach

    Investing is Simple, But It Isn’t Easy

    By Jackie Goldstick, CFP®August 28, 2018

    We all know that to receive a return on your investment, first you must invest and then, you must stay invested.   Investing 101 teaches us…

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    What You Need to Know about Roth IRA and 401K Distribution Rules

    By Jackie Goldstick, CFP®July 26, 2018

    When saving for retirement, ROTH accounts are becoming increasingly popular.  Unlike traditional IRAs or 401k plans, while contributions to ROTH IRAs and ROTH 401k plans…

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    Market Indices SP500 Dow Jones 1000px

    How Market Indices Provide Perspective on Portfolio Performance

    By Todd Schanel, CFA, CPA, CFP® and Jackie Goldstick, CFP®July 20, 2018

    As an investor, it’s perfectly natural to ask, how are my investments doing? Most people look at their account values and if they are up,…

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    Core Wealth Management_Financial Advisor_Charitable Giving

    3 Ways to Get Tax Benefits from Charitable Contributions

    By Todd Schanel, CFA, CPA, CFP®June 30, 2018

    One of the major changes that were made to the tax code by the Tax Cuts and Jobs Act of 2017 was the expansion of…

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    TCJA Investment Advisor Fee Only Advisor IRS 1000px

    Payment of Investment Advisory Fees After TCJA

    By Todd Schanel, CFA, CPA, CFP®June 21, 2018

    One of the major changes resulting from the passage of the Tax Cuts and Jobs Act was the elimination of all miscellaneous itemized deductions. This…

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      RECENT POSTS
      • Secure Act 2.0:  Provisions Affecting ROTH IRA Accounts and What They Mean for You February 24, 2023
      • Secure Act 2.0 – Tax Planning Opportunities Related to Delayed Required Minimum Distribution Requirements February 9, 2023
      • Secure Act 2.0: Changes to Required Minimum Distribution Start Dates January 31, 2023
      • New Year, New Perspective – 8 Steps to Get you Closer to Financial Freedom January 20, 2023
      • Takeaways from the FTX disaster December 20, 2022
      • 2023 Payroll Contribution Limits for Company Retirement Plans November 30, 2022
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      Todd Schanel, CFA
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      Principal and Director
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      Jackie Goldstick,
      CFP®
      Director of Financial
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      CORE WEALTH MANAGEMENT, INC.

      4600 Military Trail, Suite 215 | Jupiter, FL 33458
      Tel: 561-491-0231 | Fax: 561-624-0726 | Website:www.core-wm.com
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