Videos

Join us as we discuss the importance of beneficiary reviews with Scott Kleiman, AIF®️!

Understanding and updating your beneficiaries is crucial for ensuring your assets are allocated as you intend. Scott shares expert insights on why regular reviews are essential and how they impact your financial strategy.

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Join us as we discuss the importance of beneficiary reviews with Scott Kleiman, AIF®️! Understanding and updating your beneficiaries is crucial for ensuring your assets are allocated as you intend. Scott shares expert insights on why regular reviews are essential and how they impact your financial strategy.

Explore the world of estate planning with Scott Kleiman, AIF®. Learn why meticulous document review is essential for securing your legacy and ensuring your loved ones are taken care of.

Your financial future starts with informed decisions, and SJK Wealth Management is here to help.

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Explore the world of estate planning with Scott Kleiman, AIF®. Learn why meticulous document review is essential for securing your legacy and ensuring your loved ones are taken care of. Your financial future starts with informed decisions, and SJK Wealth Management is here to help.

Embrace the quieter months to review your estate planning! Join Chris Tuck, CFP®, as he shares insights on why now is the perfect time to revisit and fine-tune your estate plan.

From updating beneficiaries to optimizing tax strategies, we’ll guide you through every step!

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Embrace the quieter months to review your estate planning! Join Chris Tuck, CFP®, as he shares insights on why now is the perfect time to revisit and fine-tune your estate plan. From updating beneficiaries to optimizing tax strategies, we’ll guide you through every step!

Don’t miss out on your FAFSA deadline! Chris Tuck, CFP®, is here with a friendly reminder to ensure you’re on track to secure financial aid for your education.

Stay ahead of the curve with SJK Wealth Management by your side.

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Don’t miss out on your FAFSA deadline! Chris Tuck, CFP®, is here with a friendly reminder to ensure you’re on track to secure financial aid for your education. Stay ahead of the curve with SJK Wealth Management by your side.

Understanding how to navigate market volatility is crucial. Scott Kleiman, AIF®, shares essential tips on how to keep your financial plan on track, even during turbulent times.

Tune in for expert insights and stay ahead of the market fluctuations!

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Understanding how to navigate market volatility is crucial. Scott Kleiman, AIF®, shares essential tips on how to keep your financial plan on track, even during turbulent times. Tune in for expert insights and stay ahead of the market fluctuations!

Reflecting on another incredible Doylestown, PA, Memorial Day parade!

It was an honor to watch the parade alongside friends, family, and our community, as we paid tribute to the brave men and women who have made the ultimate sacrifice for our country.

From the Clydesdales to the waving flags, it was a great display of patriotism and local community support.

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Reflecting on another incredible Doylestown, PA, Memorial Day parade! It was an honor to watch the parade alongside friends, family, and our community, as we paid tribute to the brave men and women who have made the ultimate sacrifice for our country. From the Clydesdales to the waving flags, it was a great display of patriotism and local community support.

Welcome to the heart of SJK Wealth Management here in Doylestown, PA!

From genuine smiles to insightful discussions with clients, our team is dedicated to providing the best financial guidance each and every day.

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Welcome to the heart of SJK Wealth Management here in Doylestown, PA! From genuine smiles to insightful discussions with clients, our team is dedicated to providing the best financial guidance each and every day.

Are you prepared for the unexpected? Today, we continue our discussion on the significance of an emergency fund and its role in securing your financial stability.

Join Chris Tuck, CFP®, for more advice on starting and maintaining a solid emergency fund plan.

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Are you prepared for the unexpected? Today, we continue our discussion on the significance of an emergency fund and its role in securing your financial stability. Join Chris Tuck, CFP®, for more advice on starting and maintaining a solid emergency fund plan.

In Videos By SJK

Sandwich Generation

An increasing number of Americans between the ages of 45 and 65 find themselves struggling to cope with the conflicting demands of caring for aging parents while helping children pay for college or launch their careers. This video discusses steps your clients can take now...

In Videos By SJK

Season 1: Episode 6 – “Coffee and Charity”

In our season finale, Chris interviews the executive director of Habitat for Humanity of Bucks County ,Florence Kawoczka, about non-profit organizations. We hope you enjoyed our first season of Advisors In Cars Getting Coffee. Stay tuned for Season Two in September with more...