The Cohan-Lindenberg Wealth Management Group believes a sound investment plan provides a foundation that helps our clients achieve their financial goals. Working with individuals, families and business owners we chart a course using advanced investment strategies which allows our clients to enjoy life today and pursue tomorrow’s dreams and ambitions.

We invite you to learn more about how we work with our clients by downloading our brochure, completing an Envision Profile or attending one of our upcoming events.

Our commitment is to our clients and working with The Cohan-Lindenberg Wealth Management Group you can expect:

  • Professionals who listen to what you want, understand your specific needs, and recommend objective, meaningful strategies
  • A concise financial roadmap using our exclusive Envision process
  • Investments suited to your personal financial goals
  • A portfolio designed to navigate through turbulent markets with responsible diversification of assets
  • Regular updates on your investment performance
  • Timely alerts to potential investment opportunities
  • Support from a team that is dedicated to exceeding expectations
  • To be engaged in the management of your accounts and the specific investments we recommend
  • Coordination of recommendations from other trusted advisors such as attorneys and accountants
  • Prompt and courteous service at all times 
Calculators

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

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Newsletters

Tax Changes for 2012

Mandatory annual inflation adjustments generally affect federal income tax brackets, retirement plan contribution limits, and estate tax exemption levels. Here are some of the major changes that could affect readers in 2012, with a table showing 2012 income thresholds for the six federal income tax brackets.

Averaging Ups and Downs

Stock market volatility was the norm in 2011, and that can be hard on an investor’s nerves. Utilizing a dollar-cost averaging strategy may help even out your portfolio’s ups and downs, as explained in this article.

Where There's a Will, There's a Way

Only 35% of Americans have a will, yet it's a relatively simple legal document that every adult should have, regardless of wealth or age. Dying without a will can lead to unwanted outcomes and potential problems for heirs. This article discusses the importance of a will and other estate conservation documents.

Settling on a Salary

As a company's profit situation improves, business owners may be in a position to decide whether to take home a larger salary or use more of the proceeds to invest for the future. This article discusses the possibility of choosing a business-owner salary that allows for other benefits, such as building the business, saving more for retirement, and adding employee benefits.

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