Abramovitz Wealth Management, Comprehensive Estate, Investment, Retirement, Business Succession and Financial Planning

At Abramovitz Wealth Management, we help our clients to create and preserve their financial and personal wealth by helping them make informed decisons.

We do this as a resource and advocate for our clients throughout the financial planning process and specialize in the areas of Estate, Retirement, Investment, Risk Management and Business Succession Planning.

Our planning process allows our clients to have increased confidence in their planning. Please take a moment to view our unique Planning Platform.

Welcome to our firm, we look forward to working with you!

   Lee A. Abramovitz, CFP®                     

 

 We are proud to have sponsored programming on Maryland Public Television :  MPT offers a great service to the community and we are glad to have had the opportunity to help to make their programming possible.
Calculators

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

More Calculators →

Newsletters

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.

Lessons from a Perilous Year

In retrospect, 2011 was a formidable year for catastrophes. Small businesses can be hit hard when extreme weather or a natural disaster causes damage or forces a temporary closure. This article considers the importance of adequate insurance protection and ways to help reduce uninsured losses.

Be Ready for a Change in Interest Rates

Fluctuating interest rates can be challenging for bond investors who want to reinvest their principal. When rates are low, they may have to accept lower yields; when rates rise when principal is tied up, they may not be able to benefit. One strategy to help manage reinvestment risk is to build a bond ladder.

Pick Up This Split for Long-Term Retirement Income

The number of Americans aged 90 or older almost tripled from 1980 through 2010 and is projected to quadruple by 2050. As people live longer they may need to fund a longer-than-expected retirement. This article discusses how a split-annuity strategy could help provide a long-term income stream.

More Newsletters →