Chris Tuck, CFP®, is here to guide you through the ins and outs of open enrollment. Join us as we review how to choose the right health plan, evaluate your benefits, consider retirement options, and more.
Now is the time to make sure you’re fully covered!
Ever wonder if your insurance coverage is up to par? Scott Kleiman, AIF®, is here to break down essential tips on life insurance, health insurance, and more.
Whether you’re reviewing your current coverage or exploring new options, these insights will help you make informed decisions to protect yourself and your loved ones.
Watch now to ensure you’re covered for life’s unexpected moments!
Join Scott Kleiman, AIF®️, as he explores the financial milestones that matter at every age. From your first job through retirement, each stage of life brings unique financial opportunities and challenges, specific to your state.
Discover what you should be focusing on right now, no matter where you are in your journey. Let’s make every year count!
As summer fades and early fall approaches, it’s the perfect time to plan ahead for the end of the year. Join Chris Tuck, CFP®, as he highlights the key steps you can take now to prepare effectively.
From updating your personal inventory to holding family meetings about estate plans, it’s crucial to ensure everyone is on the same page. Plus, it’s an ideal time to meet with your financial advisor to ensure your plans align with your financial goals.
Get a head start on your financial goals and make the most of the coming months!
We’re at the halfway mark of the year, and it’s a great time to evaluate and seize stock market opportunities!
Scott Kleiman, AIF®️, shares insights on how to navigate the current market landscape, spot potential opportunities, and strategically position your investments for the rest of the year.
Planning for your next getaway? Chris Tuck, CFP®️, shares essential tips for building and managing your vacation fund.
From setting realistic savings goals to finding the best ways to grow your vacation savings, get practical advice on how to make your dream vacation a reality without financial stress.
Start planning your next adventure today with smart strategies from SJK Wealth Management.
Summer investing comes with its own set of unique challenges and opportunities.
Scott Kleiman, AIF®️, explores how seasonal trends, market fluctuations, and economic factors can impact your investment strategy during the summer months.
Discover key insights on how to navigate these conditions and make the most of summer investing opportunities.
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.
Your Money Story : What Your Past Can Reveal About Your Relationship With Money ...
Scott and Chris discuss SPAC and the trends we are seeing in the market....
Scott and Chris discuss 5G and the trends we are seeing in the market....
Scott and Chris discuss artificial intelligence and the trends we are seeing in the market....
Scott and Chris discuss cannabis and the trends we are seeing in the market....
Scott and Chris discuss the pandemic and the trends it has accelerated....
Replay of SJK and LPL Research on the markets ...
In episode 3, Chris and Scott interview Maureen Anderson a local elder law attorney who works with seniors, disabled persons and their loved ones to handle a wide range of legal matters....
In episode 2, Chris interviews Doylestown Mayor Ron Strouse about what it means to be Mayor and also some great facts about our town of Doylestown....
In our season premiere, Chris interviews Fran Salerno of Del Val Insurance Group, about Auto and Home Insurance....
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 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...
In our fifth episode, Chris interviews Nicole Meyers, one of our long term care insurance specialists. Chris, Nicole and Scott discuss long term care and long term care insurance . Stay tuned for Episode 6 next month....
Do you think you’ll have enough money saved when you retire? You may be surprised at how much you might need and how little you can expect form Social Security. Learn more here. ...
In our fourth episode, Chris interviews Larry Rosenthal, one of our disability insurance specialists. Chris, Larry and Scott discuss the logistics of disability insurance . Stay tuned for Episode 5 next month....
In our third episode, Chris interviews Paul R. Cohen, from Curtin and Heefner LLP. Chris, Paul and Scott discuss the importance of estate planning. Stay tuned for Episode 4 next month....
In this episode Chris, Alan and Scott discuss saving for retirement regarding taxes with an emphasis on 401(k)'s and ROTH IRA's. ...
At SJK Wealth Management, our clients feel at home. Look inside our practice in this short documentary about who we are and what we value....
In our debut episode, Chris interviews Scott about portfolio management. ...