Jay Hochheiser, CFP®, CEPA’s Post

What's Your Plan? Do you have a plan in place? Call or email us to set up an introductory conversation. We can work together to put you in the best possible position for retirement. 

If you’re seeking flexibility in retirement, want to be able to help your children during your lifetime, and ensure a meaningful inheritance, you do not want to miss this video.

Here's something to think about... https://lnkd.in/eCSKqhYh

So many people lose sight of the basics of building wealth!

That's what defines your character—doing the right thing when no one is watching. So true and so important. I think our society has completely lost sight of doing the right thing, period. Let's hope this catches on...

As we turn the calendar to a new year, the video below highlights some problematic areas that business owners need always to keep top of mind. https://lnkd.in/gdsBDKqy

Today, any successful individual, specifically orthopedic surgeons and successful business owners, must consider risk management, sequence of returns, and overall strategy coordination when looking at their financial picture. Check out the video below, part 2 of our series on “Diagnosing the Financial Challenges Orthopedic Surgeons Face,” which touches on these crucial topics and how they could drastically change your lifestyle in retirement.   Watch through the end for details on how to request our whitepaper, “Diagnosing the Financial Challenges Orthopedic Surgeons Face," and The Orthopedic Surgeon Success scorecard.  https://lnkd.in/eMYs_evj

The Financial Challenges that Orthopedic surgeons face in today's volatile world are more complex and far-reaching than ever before. Check out the video below that outlines and expands upon these specific challenges. For even more detailed financial information specific to Orthopedic Surgeons, the end of the video details how to request our comprehensive whitepaper "Diagnosing The Financial Challenges Orthopedic Surgeons Face", each of which includes the Orthopedic Surgeon Success Scorecard, our trademarked financial self-assessment tool. https://lnkd.in/ebG9RkKt An even brighter future begins with a conversation.. contact us today! www.HDCI.biz

Here's an important update to consider this fall: 🎯 Are you a business owner? Do you know what Secure Act 2.0 changed and how it impacts your business? Previously, the tax credit covered 50% of eligible employer retirement plan costs. SECURE 2.0 increased the credit to 100% of eligible costs for employers with 50 or fewer employees who were paid at least $5,000 in the preceding year.  I can help you understand Secure Act 2.0 and how it can benefit you. Contact me at 516.677.6208 to start a conversation. #entrepreneurship #economy #humanresources #business #money