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385 Route 24
Suite 3P
Chester, NJ 07930

Building Custom Portfolios from the Ground Up Protecting Your Legacy Exceptional Client Experience Integrity
 

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Experienced Financial Planning and Wealth Management

At Euvino Barbara Private Wealth Management, our core belief is that, when working in an advisory relationship, we serve in a fiduciary capacity for our clients. What that means is that we put your interests ahead of the firm's when developing strategies and recommendations for your personalized plan. Our group has been in the financial services business for over 25 years and has experienced a wide variety of market conditions. Our knowledge allows us to guide clients through turbulent times and remain focused on their long-term financial plan. We are proud to work with multiple generations of loyal clients who rely on our team for objective advice and unbiased recommendations. We understand that each client has their own goals, risk tolerances and life circumstances. For that reason, our investment philosophy centers around the construction of a suitable, diversified portfolio that addresses each clients' specific needs. In addition, we offer an exceptional level of personalized client service that is responsive and delivered with integrity. We encourage you to explore our website and learn more about some of the many services we provide.

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Helpful Content

A Primer on Irrevocable Life Insurance Trusts

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

Medicare Advantage Plans (Medicare Part C)

Medicare Advantage Plans (Medicare Part C)

Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.

What Is My Current Cash Flow?

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

 

Understanding Extended Care

Understanding the types of extended care services—and what those services could cost—may be critical.

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving — or dragging — the economy.

Insurance Needs Assessment: Married With Children

When you’re married and have children, insurance needs will be different.

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A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

Finding the Balance

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.

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