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

Keeping Pace with Social Security

In 2012, Social Security beneficiaries will receive a 3.6% cost of living increase for the first time in three years. But a recent study suggests that benefits are lagging far behind real expenses. This article explains how Social Security benefits are indexed and what older workers and retirees might expect from the program in the future.

To Roll or Not to Roll: It's Your Choice

Some employers are encouraging departing employees to leave their retirement savings in their employer plans. But employees should make any decisions based on their own needs and concerns, not the former employer's. Read about the pros and cons of rolling over retirement plan assets to an IRA.

Doing Your Heirs a Favor

Although a will and a trust specify disposition of assets, many other details of an individual’s final wishes might be explained in a letter of instructions. This article offers some topics to consider addressing in the letter to help loved ones make decisions and take care of final arrangements.

There’s Still Time to Catch Up

Worker confidence in affording a comfortable retirement fell to a record low in 2011, but investors aged 50 and older may be able to make up for lost time by maximizing contributions to retirement plans and taking advantage of catch-up contribution limits. The accompanying chart shows the potential difference in accumulation by taking advantage of catch-up contributions.

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