Highland Financial Advisors

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Financial Planning Consultants, Accounting Services, Bookkeeping

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Tomorrow: 9:00 am - 5:00 pm

25 Years

in Business

(973) 557-2933Call Visit WebsiteVisit Website Map & DirectionsDirections44 State Rt 23 Ste 11Riverdale, NJ 07457 Write a ReviewWrite Review

Hours

Regular Hours

Mon - Fri:	9:00 am - 5:00 pm

Places Near Riverdale with Financial Planning Consultants

Pompton Plains (2 miles)
Oakland (5 miles)
Wayne (7 miles)
Wyckoff (11 miles)
Fairfield (11 miles)
Boonton (12 miles)
Totowa (12 miles)
Hawthorne (13 miles)
Paterson (14 miles)
Midland Park (14 miles)
Glen Rock (15 miles)

More Info

Services/Products

Financial Planning and Investment Management

Location

Riverdale One Bldg

Other Links

http://www.highlandplanning.com

https://www.highlandplanning.com

Categories

Financial Planning Consultants, Accounting Services, Bookkeeping, Financial Planners, Financial Services, Insurance, Investment Advisory Service, Investment Management, Investments, Mutual Funds, Pension & Profit Sharing Plans, Retirement Planning Services, Stock & Bond Brokers, Taxes-Consultants & Representatives

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Details

Phone: (973) 557-2933

Address: 44 State Rt 23 Ste 11, Riverdale, NJ 07457

Website: http://www.highlandplanning.com

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Highland Financial Advisors

Tax Planning
With a Certified Public Accountant (CPA) on staff, we offer ongoing tax planning to help you pay less in taxes and put more money toward your goals.
Charitable Giving
The Secure Act 2.0 has created several new planning opportunities. One provision that will appeal to those inclined to charitable giving is the ability to direct a qualified charitable distribution from an IRA toward funding a charitable gift annuity.
Roth IRA
As the April 15th tax filing deadline rapidly approaches, so does the 2023 Roth IRA contribution deadline. Roth IRAs are among the most efficient yet under-utilized retirement saving strategies. By saving after-tax money in a retirement account, individuals can enjoy tax-free investment growth and distributions in retirement.
Tax Deductions
Certain aspects of the tax bill signed into law at the end of last year have received significant attention from investors, and rightfully so. The final version of the Tax Cuts and Jobs Act lowered corporate tax rates, realigned personal tax rates, and capped or eliminated certain deductions (i.e. state and local tax deductions).
Income Tax
Did you know that a percentage of your IRA distributions may not be subject to New Jersey state taxation? There are two possible exclusions for IRA distributions from New Jersey income taxes.

Investment Management
At HIGHLAND Financial Advisors, we believe no investor is the same, which is why we do not believe in a cookie-cutter approach to investment management. By custom tailoring an evidence-based investment strategy to fit your unique needs and value systems, we bring meaning to your money while increasing your odds of success.
Mutual Funds
Around this time of year, investors may notice a drop in value in their mutual fund positions due to the funds paying out their annual capital gains distributions. It is important to realize that when this payout occurs, it will cause a drop in the fund's value since the fund's share price is reduced by the capital gains distribution, making it appear that the fund lost value.
Bonds
Wealth Management
In this comprehensive guide, Ed Leach from Highland Financial Advisors extends his expertise to dental practice owners, outlining essential strategies for optimizing financial health. As a seasoned partner and wealth adviser, Ed emphasizes the significance of understanding and evaluating various financial aspects crucial for professional practices and personal wealth management. From analyzing financial reports to assessing net worth and diversifying assets, this guide offers invaluable insights tailored to the unique needs of dental entrepreneurs.
Money Market Funds
In personal finance, the attraction of cash equivalents for long-term goals has persisted as a seemingly safe and stable investment strategy. Cash equivalents, including savings accounts, money market funds, certificates of deposit (CDs), and Treasury bills, are often viewed as low-risk options that offer liquidity and "preservation of capital." However, the belief that investing primarily in cash equivalents can secure one's financial future in the long term is a myth that should be challenged.

Accounting Services

Financial Planning
Imagine a succession plan that helps you successfully exit your dental practice. Our financial planning firm works with “entreprofessionals” like you to confidently leave your practice and start a new life chapter.
Retirement Planning
1. Define your financial goals: Before you start looking for a financial advisor, it's crucial to have a clear understanding of your financial objectives. Determine what you want to achieve, such as retirement planning, investment strategies, debt management, or saving for a specific goal.
Annuities
A fee-only financial advisor is a financial professional who provides advice and services to their clients for a transparent and agreed-upon fee, without earning any commissions or compensation from the sale of financial products. This means that the advisor's sole source of income comes from the fees paid directly by their clients, and they do not receive any incentives to promote or sell specific financial products, such as mutual funds, insurance policies, or annuities.
Long Term Care
With the recent popularity of long-term care insurance, it is not surprising that the demand for hybrid long-term care (LTC) policies are rising. The American Association for Long-Term Care Insurance (AALTCI) reported that in 2019 the industry sold 250,000 hybrid LTC policies. This figure represents more than five times the amount of stand-alone long-term care policies sold in the same period.
Asset Management
No client is the same, no financial plan is the same, no tax situation is the same. The HIGHLAND Financial Advisors’ Tax Managed approach has the same fundamental asset allocation strategies as the CORE portfolio, but instead selects certain tax-efficient investments to help increase after-tax returns.
College Funding
Meeting Your Unique Needs: Since your needs are unique, we include college planning, executive benefits planning, and business planning as needed.

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