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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HOT TOPIC: Rising Rates Join Long List of Housing Dilemmas
This article explores how soaring housing costs, rising rates, and declining affordability could impact borrowers and the housing market.
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Net Price Calculators Help Gauge College Affordability
Did you know a net price calculator can help measure a college’s true cost? Discover how it provides an estimate of how much grant aid a student might expect.
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Fund Retirement and Reward Workers with a Cash Balance Plan
Do you know how cash balance retirement plans can help small business owners reduce taxable income and catch up on their savings? Find out.
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Key Retirement and Tax Numbers for 2022
Explore some key retirement plan contribution limits and various tax deduction, exclusion, exemption, and threshold amounts for 2022.
Calculators
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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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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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.