SKZ Wealth Management

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SKZ Wealth Management Powered by the largest Independent Broker Dealer, LPL Financial, as reported by Financial Planning magazine, June 1996-2021, based on total revenue.

Securities offered through LPL Financial, Member FINRA/SIPC finra.org sipc.org. Investment advice offered through Private Portfolio Partners, LLC, a registered investment advisor. Private Portfolio Partners and SKZ Wealth Management are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

10/26/2026

What is blockchain, and why does it matter?

10/25/2026

Qualifying widow(er) with dependent child — let's just call it qualifying widow(er) — is a filing status for federal income tax returns that may be available to you if your spouse died at any time during the prior two tax years. The filing status that you choose is important because it determine...

10/24/2026

During your working years, you've probably set aside funds in retirement accounts such as IRAs, 401(k)s, or other workplace savings plans, as well as in taxable accounts. As you approach retirement, you'll need to consider how to convert those savings into an ongoing income stream that will provide....

10/23/2026

During the Medicare Open Enrollment Period review your coverage and make necessary changes.

10/22/2026

You may want to refinance if you can obtain a lower interest rate or lower your monthly payments.

10/21/2026

A revocable life insurance trust is a trust that is funded, at least in part, by life insurance policies or proceeds. It can be an effective planning tool that provides a source of liquid funds to your estate for the payment of taxes, debts, and expenses. Moreover, it allows you the flexibility to c...

10/20/2026

A money purchase plan is a type of defined-contribution plan that is similar to a profit-sharing plan, except that the contribution amounts are fixed rather than variable. Thus, employers are required to make annual contributions to each employee's account regardless of the company's profitability f

10/19/2026

Have you considered adding dividends to your portfolio?

10/18/2026

The applicable exclusion amount is the amount that can be sheltered from federal gift and estate tax by the unified credit. Prior to 2011, the applicable exclusion amount was not portable between spouses. If the first spouse to die left everything to the surviving spouse, the applicable exclusion am...

10/17/2026

The Pension Protection Act of 2006 first allowed taxpayers age 70½ or older to make tax-free charitable donations directly from their IRAs. Technically, these taxpayers were allowed to exclude from gross income otherwise taxable distributions from their IRA ("qualified charitable distributions," or...

Address

293 Eisenhower Parkway, Ste 360
Livingston, NJ
07039

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 4pm

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