Tax Wealth & Financial Services Inc.

Tax Wealth & Financial Services Inc. Kevin Duffy brings 35 years of diverse public accounting experience in working with clients to guide them in creating a financial plan to reach their goals.

Kevin works with clients in all aspects of financial management in all stages of life. 35 years of diverse public accounting experience. Our founder Kevin Duffy has practice in state planning, financial planning, retirement planning, matrimonial litigation and division of assets, asset recovery, estate taxation, business and individual tax preparation, litigation support, and IRS and State tax res

olution matters. Having served a variety of clients from lawyers to residential and commercial developers, fuel oil companies to hotels and restaurants, his experience and leadership have us prepared for a wide range of needs and clients. We take pride in our customer service, and make it a top priority. Our team is prepared to help you with your financial planning and tax preparation needs. Let us know how we can help you. Available By Appointment Only

08/21/2026

There are 7 key components to a comprehensive financial plan.

Watch the full video on my YouTube!

07/17/2026

As an independent contractor your monthly bonus can either disappear, or move you closer to your financial goals.

Instead of spending it all, try giving every dollar a purpose:
• Build your emergency fund
• Pay down debt
• Invest in your future

07/10/2026

Looking ahead to retirement? Make your money work harder by setting up automatic transfers to a high-yield savings account. With competitive interest rates, your savings can grow steadily over time with no extra effort required. Take action now to build a stronger financial future.

Have you automated your retirement savings yet?

Traditional vs. Roth IRAHere's a quick comparison:Traditional IRA- Contributions may be tax-deductible.- Your investment...
07/08/2026

Traditional vs. Roth IRA
Here's a quick comparison:

Traditional IRA
- Contributions may be tax-deductible.
- Your investments grow tax-deferred.
- You pay taxes when you withdraw money in retirement.
- You want a tax deduction today.
- You expect to be in a lower tax bracket during retirement.

Roth IRA
- Contributions are made with after-tax dollars.
- Investments grow tax-free.
- Qualified withdrawals in retirement are tax-free.
- You expect your income (and tax rate) to increase over time.
- You want tax-free income in retirement.
- You'd like more flexibility with retirement withdrawals.

Choosing the right retirement account can have a significant impact on how much you keep over your lifetime.
Not sure which option fits your financial goals? A personalized retirement strategy can help you make the most of your savings.

Contact us today to discuss your retirement planning options at 732-910-9207 or duffyfinancialplanning.com.

07/03/2026

Retirement planning is like a game of chess.

Every decision matters. You need strategy, patience, and the ability to think several moves ahead. One wrong move can cost you years, but smart plays set you up for a winning endgame.

What’s your next move?

Do you know how much you will need in retirement?There are many factors to consider.When making a plan include the follo...
07/02/2026

Do you know how much you will need in retirement?
There are many factors to consider.

When making a plan include the following:
- Maintaining your lifestyle.
- Healthcare costs.
- Unexpected expenses.
- Tax liabilities.
- PLAN EARLY!

It is never too early to start planning for the retirement you dream of.
Book online at duffyfinancialplanning.com or call us at 732-910-9207.

06/24/2026

What does your ideal future look like?

Whether it’s buying a home, building wealth, retiring comfortably, or creating financial freedom for your family, every goal starts with a plan.

Planning your financial future begins with the decisions you make today. Start building the future you deserve.

Maintaining your lifestyle into retirement takes planning.Designing a plan that meets your needs and reaches the goals y...
06/17/2026

Maintaining your lifestyle into retirement takes planning.
Designing a plan that meets your needs and reaches the goals you set forth takes personalized financial strategies.

Our experts can structure a plan that fits your lifestyle and allows you to enjoy the retirement you desire.

Book online at duffyfinancialplanning.com or call 732-910-9207.

Whether you are planning for retirement, a vacation, a new home, or paying for college, achieving success starts with a ...
06/09/2026

Whether you are planning for retirement, a vacation, a new home, or paying for college, achieving success starts with a plan.

-Define goals.
-Stay disciplined.
-Manage money.
-Track progress.

We can help you define your goals and set up your plan to achieve them.

Book a free confidential consultation today at https://www.duffyfinancialplanning.com or call 732-910-9207.

Address

526 Bay Avenue
Point Pleasant Beach, NJ
08742

Opening Hours

Monday 9am - 7pm
Tuesday 9am - 7pm
Wednesday 9am - 7pm
Thursday 9am - 7pm
Friday 9am - 7pm
Saturday 9am - 1pm
Sunday 9am - 1pm

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