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Bridging the Gap Between Today’s Reality with Tomorrow’s Possibilities
http://www.mendels.net/p/the-living-balance-sheet
You’ve made investments your whole life. Work with us to help make the most of them. Making the most of surprises is a great reason to work with us. Extended Care: A Patchwork of Possibilities. What is your plan for health care during retirement? When Special Care Is Needed: The Special Needs Trust. A special needs trust helps care for a special needs child when you’re gone. Bridging the Gap Between Today’s Reality with Tomorrow’s Possibilities. At Mendels and Associates, our goal is to. The Economic Jou...
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Resource Center
http://www.mendels.net/resource-center
Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want. Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals. Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events.
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Tools
http://www.mendels.net/tools
Our glossary of terms has more than 200 entries that explain various financial concepts, ideas, and strategies. Scroll through and find the information you need. Our tax center was designed to help you access the resources you may need to prepare for the upcoming tax season. Click on the link to find tax tools and information. Our collection of 40 calculators is a great starting point if you have a question or concern about your personal finances. Click on a calculator to begin.
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Lifestyle | Allan T. Mendels, CLU®, ChFC®
http://www.mendels.net/resource-center/lifestyle
Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual “enjoy the journey.”. The Richest Man in Babylon. In good times and bad, consistently saving a percentage of your income is a sound financial practice. Using smart management to get more of what you want and free up assets to invest. The Finan...
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Mendels & Associates - A New York City Firm
http://www.mendels.net/p/our-firm
Mendels & Associates is a wealth management practice led by Allan T. Mendels, CLU. With more than 45 years of experiences serving the complex investment, insurance, estate, and business planning needs of high net worth executives and business owners. That connects today’s reality with possibilities for your children and grandchildren. We believe these are just a few of the reasons why families have worked with us for generations to build their wealth and leave a meaningful legacy. Investment advisory ser...
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Mendels & Associates - Services for Business Owners
http://www.mendels.net/p/services-for-businesses
Through our four and a half decades of experience, we are aware of the preeminent concerns business owners face in running a company. From providing health insurance in the most cost-effective method, to reducing employee benefit costs and finding a capable successor, you require dynamic solutions and an experienced financial partner who understands what keeps you up at night. Providing quality, affordable healthcare coverage is a significant challenge for many employers. For companies with 100 or mo...
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Our Proactive Process
http://www.mendels.net/p/our-proactive-process
We begin by asking questions you may have never before considered, which help us understand your goals for your and your children’s future, financial concerns, time horizon, and risk tolerance. Understanding Your Financial Picture. Next, we chart your goals with your current financial picture. This helps us determine how to. The gap between your financial situation and your vision for the future. We meet with clients regularly to review their investments and update them as needed.