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Money

One of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work.

Once Upon a Goal
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Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

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Saving for College 101

Saving for College 101

Here’s a crash course on saving for college.

What To Do When Your Income Reaches 7 Figures

What To Do When Your Income Reaches 7 Figures

Preserve your high net worth with these foundational tips.

The Power of Compound Interest

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

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  • Calculators
  • Videos

The Average American Budget

Learn about the average American budget in this fun and interactive piece.

Understanding FDIC Insurance

FDIC insurance was designed to protect your deposited funds, but do you know how? This article answers that question.

5 Tips for Smarter Decisions in Turbulent Times

Take the long view - 5 tips for staying on track even during volatile times

Building a Solid Financial Foundation

Sustain financial well-being or create wealth through these actions.

What To Do When Your Income Reaches 7 Figures

Preserve your high net worth with these foundational tips.

U.S. Personal Savings Rate

What can be learned from the savings rate?

View all articles

What Is My Current Cash Flow?

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

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

View all calculators

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

Saving for College 101

Here’s a crash course on saving for college.

View all videos

  • Articles

    U.S. Personal Savings Rate

    What can be learned from the savings rate?

    What To Do When Your Income Reaches 7 Figures

    Preserve your high net worth with these foundational tips.

    The Average American Budget

    Learn about the average American budget in this fun and interactive piece.

    Building a Solid Financial Foundation

    Sustain financial well-being or create wealth through these actions.

    5 Tips for Smarter Decisions in Turbulent Times

    Take the long view - 5 tips for staying on track even during volatile times

    Understanding FDIC Insurance

    FDIC insurance was designed to protect your deposited funds, but do you know how? This article answers that question.

    View all articles

  • Calculators

    Historical Inflation

    This calculator shows how inflation over the years has impacted purchasing power.

    What Is My Current Cash Flow?

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

    Paying Off a Credit Card

    Enter various payment options and determine how long it may take to pay off a credit card.

    View all calculators

  • Videos

    The Cost of Procrastination

    Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

    The Power of Compound Interest

    Learn how to harness the power of compound interest for your investments.

    Saving for College 101

    Here’s a crash course on saving for college.

    Once Upon a Goal

    Do you know how to set up your financial goals for success? This knight does.

    Keeping Up with the Joneses

    Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

    View all videos

Contact

Office: (732) 355-1050

Fax: (732) 355-1051

4478 Route 27 - Suite 203

PO Box 232

Kingston, NJ 08528

FINRA Series 6, 7, 24, 63 & 65

akazim@unitedwealthllc.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Copyright 2023 FMG Suite.

Nick Saleem

Securities products offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC.OSJ: 355 Lexington Avenue, 9 Fl., New York, NY 10017, Phone # 212-541-8800. PAS is a wholly owned subsidiary of Guardian Life Insurance Company of America® (Guardian), New York, NY. United Wealth Group LLC is not an affiliate or subsidiary of PAS or Guardian. AR Insurance License #2973673. CA Insurance License #0H03588. 

Asghar Kazim

Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 355 Lexington Avenue, 9th Floor, New York, N Y 10017- 6603, Phone # 212-541-8800. PAS is a wholly owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY.  United Wealth Group LLC is not an affiliate or subsidiary of PAS or Guardian. California Insurance License # 0C53306.  AR Insurance License #703269.

This Forbes award is not issued or endorsed by Guardian or its subsidiaries.
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2023-159386 Exp 8/4/2025