Jeffrey Aron

As Senior Wealth Manager, Jeffrey R. Aron, CFP®, MSFP manages all aspects of Financial Planning and client services, including the preparation of comprehensive financial plans (retirement, education, cash flow, etc.), insurance and asset allocation recommendations, advanced estate planning strategies and of course, plan implementation.

4 min read

What Gifting Stocks Can Mean for Your Tax & Estate Plans

There are many scenarios in which it may make sense to give away assets (stocks, bonds, mutual funds, etc.). Perhaps you are considering gifting stocks to younger relatives to help themlearn about managing investments. Or, you may be primarily...

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5 min read

How Education Savings Accounts Work (When Funds Aren’t Used)

One of the fun things about having young kids in your life is getting to hear about future plans...

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3 min read

The Risks and Opportunities of Employee Stock Options

Sometimes employee stock options are lucrative enough to finance early retirement. Other times,...

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3 min read

Factoring a Child with Disabilities Into Financial Plans

With more than 4 percent of American children having a disability, millions of parents find...

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