As the year wraps up, it’s the perfect time to review your investment portfolio. Here’s why: 1️⃣ Tax-loss harvesting: Offset gains by selling underperforming assets. 2️⃣ Rebalancing: Ensure your portfolio matches your risk tolerance. 3️⃣ Stay aligned with your long-term goals. Need help with a year-end portfolio review? Let’s chat! #TaxLossHarvesting #Rebalancing #YearEndReview Disclosure: The above is for informational purposes only, and no statement shall constitute tax, legal, insurance or investment advice. For further information on TKGWealth, please visit www.tkgwealth.com.
TKG Wealth Advisers
Financial Services
Clark, NJ 123 followers
At TKG Wealth, we are not just advisers; we are partners in your financial success.
About us
At TKG Wealth, our commitment is singular: the client—and only the client—is our foremost priority. Our journey into financial services began from a personal place, witnessing friends and family navigate financial uncertainty without adequate support. Driven by a passion for personal finance and armed with comprehensive training, we are dedicated to empowering individuals to navigate their financial futures with confidence. With years of experience, we have earned a reputation for simplifying complex financial concepts, making them accessible and actionable for our clients. We believe in fostering a deep understanding of personal finance that empowers informed decision-making and goal pursuit. At our firm, we embrace a collaborative team approach. We recognize that each client comes with unique needs and aspirations, which is why we leverage diverse perspectives, backgrounds, and expertise to tailor strategies that align with your specific goals. We invite you to discover the transformative impact of our holistic services, where proactive planning and personalized attention guide you through every stage of your financial journey. No two clients are alike, and neither are their financial strategies. From initial planning to ongoing execution and review, we remain committed to delivering customized solutions that evolve with your life circumstances and financial ambitions. Our proactive approach ensures that you are equipped with the most efficient methods to achieve your financial objectives. At TKG Wealth, we are not just advisors; we are partners in your financial success, rooted in a deep-seated commitment to our community and a belief that financial empowerment can transform lives.
- Website
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www.tkgwealth.com
External link for TKG Wealth Advisers
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Clark, NJ
- Type
- Partnership
- Founded
- 2023
- Specialties
- Wealth Management, Retirement Planning, Tax Planning, Medicare Planning, Insurance Solutions, Business Planning, and Employee Benefit Solutions
Locations
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Primary
Get directions
1903 Raritan Road
Floor 2
Clark, NJ 07066, US
Employees at TKG Wealth Advisers
Updates
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Maximize your retirement contributions before the year ends! 🏦 Whether it’s your 401(k) or IRA, contributing as much as possible can save you money on taxes and boost your retirement savings. If you haven't hit the limit yet, now's the time! Reach out to discuss how to make the most of this year’s contributions. #RetirementSavings #TaxSavings #YearEndPlanning
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Financially Free Friday: Serenity by the Sea 🌊✨ There’s something magical about a day at the beach, especially with a long pier stretching into the horizon and gentle waves lapping at your feet. It’s a perfect reminder that financial freedom allows us to savor these moments of peace and joy. 💰 Let’s set our sights on building a future where we can enjoy days like this more often! Whether it’s through smart investing, saving for travel, or planning for retirement, every effort counts toward your dream lifestyle. What’s your ideal beach day? Share your vision of financial freedom! #FinanciallyFreeFriday #BeachVibes #WealthBuilding #FinancialFreedom Disclosure: The above is for informational purposes only, and no statement shall constitute tax, legal, insurance or investment advice. For further information on TKGWealth, please visit www.tkgwealth.com.
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Happy Thanksgiving from TKG Wealth! 🍂🦃 As we gather around the table with loved ones, we want to take a moment to express our gratitude for the trust and support of our amazing clients and community. Your financial well-being is at the heart of what we do, and we’re thankful for the opportunity to be part of your journey. Wishing you a holiday filled with warmth, joy, and reflection on all the things we’re thankful for. Here’s to prosperity and happiness in the coming year! #Thanksgiving #Gratitude #TKGWealth #Thankful
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🔥 Wealth Wednesday: The Secret to Building Wealth is Simpler Than You Think! 🔥 💭 What if I told you that building wealth isn’t about picking the “perfect” stock or winning the lottery? It’s about mastering one thing: consistency. 👉 Consistently investing a portion of your income every month, even if it’s small, adds up over time thanks to the power of compound interest. 👉 Consistently sticking to your financial goals, no matter how tough the journey gets, is how you reach financial freedom. 👉 And consistently avoiding bad financial habits (like impulse spending) will keep you on track. 💡 Consistency is your greatest tool for wealth building. And the best part? Anyone can do it! Are you ready to make your money work for you? 🚀 Comment below how you're staying consistent with your financial goals and let's inspire each other! 💬👇 #WealthWednesday #FinancialFreedom #ConsistencyIsKey #BuildingWealth #InvestingTips #MoneyMindset Disclosure: The above is for informational purposes only, and no statement shall constitute tax, legal, insurance or investment advice. For further information on TKGWealth, please visit www.tkgwealth.com.
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Common Tax Deductions You Might Be Missing 📝 Don't miss out on hidden tax savings! Many people forget about deductions for student loans, medical bills, and even certain work expenses. Let’s make sure you’re maximizing every deduction you’re entitled to and keep more of your hard-earned money. 💵 #TaxDeductions #TaxSeason #MaximizeYourReturn #SmartTaxTips Disclosure: The above is for informational purposes only, and no statement shall constitute tax, legal, insurance or investment advice. For further information on TKGWealth, please visit www.tkgwealth.com.
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Stay Informed About Medicare Changes Year to Year! 🔍 Medicare is constantly evolving, and it's crucial to stay updated on changes that may affect your coverage! From adjustments in premiums to new plan options and benefits, understanding these updates can help you make the best choices for your health care needs. 💡 Remember: Annual Enrollment Period is your chance to review and adjust your plan based on the latest changes. Don’t miss out on potential savings or benefits! Let’s make sure you’re always in the know about your Medicare options. We’re here to help you navigate the complexities of Medicare and ensure you have the coverage you need! 🏥💙 #Medicare #StayInformed #HealthCoverage #MedicareUpdates Disclosure: The above is for informational purposes only, and no statement shall constitute tax, legal, insurance or investment advice. For further information on TKGWealth, please visit www.tkgwealth.com.
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Financially Free Friday: Chasing Pink Sunsets 🌅✨ There’s nothing quite like the breathtaking beauty of a pink sunset to remind us of life’s possibilities. Just as the sky transforms with vibrant colors, your financial journey can lead to new horizons and opportunities! 💸 This Friday, let’s focus on the goals that light up your path to financial freedom. Whether it's saving for a dream vacation or building a secure future, each step brings you closer to your vision. What does your dream sunset look like? Let’s make it happen together! #FinanciallyFreeFriday #SunsetGoals #WealthJourney #FinancialFreedom Disclosure: The above is for informational purposes only, and no statement shall constitute tax, legal, insurance or investment advice. For further information on TKGWealth, please visit www.tkgwealth.com.
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Financial Goals: Short-Term vs. Long-Term 🎯 Do you have a roadmap for your finances? Setting clear financial goals is crucial for building wealth. Short-term goals could be saving for that dream vacation, while long-term goals may include planning for retirement. What’s your financial destination? Let’s create a plan together! 📊✨ #FinancialGoals #WealthManagement #PlanForSuccess Disclosure: The above is for informational purposes only, and no statement shall constitute tax, legal, insurance or investment advice. For further information on TKGWealth, please visit www.tkgwealth.com.
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Medicare is divided into different parts: 1. Part A (Hospital Insurance): Covers inpatient hospital stays, skilled nursing facility care, hospice care, and some home health care. Most people don't pay a monthly premium for Part A if they or their spouse paid Medicare taxes while working. 2. Part B (Medical Insurance): Covers outpatient care, doctor visits, preventive services, and some home health care. Part B usually requires a monthly premium. 3. Part C (Medicare Advantage): A private insurance plan that includes both Part A and Part B coverage and often adds additional benefits like vision and dental. These plans typically have their own monthly premiums. 4. Part D (Prescription Drug Coverage): Helps cover the cost of prescription medications. This coverage is also provided through private insurance companies and usually requires a separate premium. Overall, Medicare aims to help seniors and certain eligible individuals manage their healthcare expenses, ensuring they have access to necessary medical services. Disclosure: The above is for informational purposes only, and no statement shall constitute tax, legal, insurance or investment advice. For further information on TKGWealth, please visit www.tkgwealth.com.
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