A truly independent brokerage firm, Jason M. Orsky Wealth Management offers traditional brokerage products as well as life insurance, annuity products, and alternative investments. We are not captive to any specific agencies or proprietary products. Because every situation is different, we are able to offer customized solutions for our clients.
We take pride in helping clients identify their financial goals and tailoring a personalized investment strategy that is both easy to understand and specific to their individual needs. We are dedicated to our clients, determined to do what is right, and driven for your success.
Contact us today for a consultation.
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Newsletters
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Watch Out for These Financial Pitfalls in the New Year
Financial opportunities and potential pitfalls can appear at any time. Here are common money mistakes to avoid at various stages of life.
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Turbulent Times: Bear Markets Come and Go
A look at the economic conditions that triggered the 2020 bear market and why investors may benefit from having a longer-term perspective.
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Is Your Home Office Also a Tax Shelter?
This article explains which taxpayers are eligible for the home office deduction and describes the two methods used to calculate it.
Calculators
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.