What you don’t know could potentially cost you hundreds of thousands of dollars. Attend our Social Security planning seminar Filling for Social Security is one of the most important and complex decisions you’ll make in your lifetime. There are many factors you must take into consideration. And generally, there’s only one chance to get it […]
File-and-suspend; it’s a pretty straightforward option that a lot of Baby Boomers who want to maximize their Social Security benefits may be thinking about choosing. And like any other government benefit, there are rules that have to be followed for you to take the best advantage of the benefits. First, file-and-suspend is different than just […]
Have you ever set a world record? I never thought I would! And it’s not official yet, but I recently took part in what I hope will not only be a record-setting event, but one that will have given hope to many who are still dealing with the aftereffects of Hurricane Sandy. This was an […]
I get questions all the time about different types of investments and whether they would be a good choice for my clients. Since interest rates have been so low for such a long time, people are looking for other ways to get good returns on their money. This is exactly the time when asset classes […]
The nature and purpose of a website has changed radically over the past few years. And so has the world of investing, financial planning, and wealth management! That’s not all that’s changed. Your needs have also changed. Your life is different today than it was just a few years ago. It’s likely your business is […]
Charley and Lexie realized it’s been a while since I wrote about them so I couldn’t help myself when they sat me down the other day and gave me a ‘heads up.’ They told me CBS news had been talking about new uses for therapy dogs and I should be, too……so noted. It just so […]
I read an article recently that encapsulated everything I’ve been doing in my practice. More importantly, it encapsulated everything I’m trying to do for my clients! This article talked about how the world has changed. Boy has it ever! Not only that, but even before we begin to feel comfortable with one set of changes, […]
I'm Tom Froehlich. I help business owners and executives build, preserve, and transfer wealth in today's challenging environment.
What We Do
- Want to file-and-suspend your Social Security retirement income? Let’s talk.
- Kilts, Darth Vader, and the Jersey Shore…together, they could break records!
- [Event] Social Security; There is More You Need to Know
- Could investing in art be used as a wealth transitioning tool?
- What was old is now new again…let’s get to know each other better