Paolini Advisors, LLC

20 Trading Post Way, Suite 200
Medford Lakes, NJ 08055

(609) 654-7530

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Paolini Financial Super Team

Paolini Advisors, LLC Welcomes You!

At Paolini Advisors, your goals are the driving force behind the financial guidance we offer. As an independent financial services firm, we select the products and strategies that are right for you. As investment advisor representatives with FSC Securities Corporation, Paolini Advisors, LLC can also provide investment management with a tax-oriented strategy since our organization frequently consults with Paolini & Scout, CPAs. Our advice spans the broad range of financial issues you should address:

  • Portfolio policy, construction, and rebalancing
  • Retirement fund accumulation and withdrawal
  • Tax minimization
  • Funding college and other major expenses
  • Estate planning and trust management
  • Life insurance

A Process For Managing Your Wealth

A Disciplined Approach To Guide Your Way

As a client of Paolini Advisors, LLC, you will be guided through a disciplined discovery and planning process, which includes:

Your Personal Financial Inventory: We will evaluate your entire financial situation, taking a complete inventory of your current assets and liabilities, determining your tolerance for risk and investment time horizon, and identifying your current and long-term goals, including retirement.

A Personal Roadmap: We develop your financial plan by integrating all of your assets and then incorporating risk management and tax strategies into an overall long-term investment strategy.

A Diversified Portfolio: The portfolio that we build for you will be designed using both in-house and external research. It will be diversified across a variety of market sectors and a broad spectrum of investment products that may include stocks, bonds, mutual funds, real estate, and annuities.(1) 

 

Helpful Content

A Look at Diversification

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

Financial Strategies in a Post-DOMA World

Financial Strategies in a Post-DOMA World

The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy

Succeeding at Business Succession

Succeeding at Business Succession

There a number of reasons for business owners to consider a business succession plan sooner rather than later.

 

What If You Get Audited?

The chances of an IRS audit aren’t that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

Should You Choose a Fixed or Variable?

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Succeeding at Business Succession

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Lifetime of Earnings

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

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Federal Income Tax

Use this calculator to estimates your income tax liability along with average and marginal tax rates.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Your Cash Flow Statement

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

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Investment Strategies for Retirement

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

5 Smart Investing Strategies

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

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The Good Ship IPO

The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.

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A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Women and Retirement

Women are great at multi-tasking. But many drop the ball when preparing for retirement.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.

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