
At Fine Wealth Management, we work tirelessly with our individual, charitable and corporate clients, as well as the clients of our RIA & IMO partners, CPAs and attorneys providing comprehensive insurance consulting, design, and implementation. We do this with a constant goal and focus to create tax efficiency for those individuals which we are priviledged to work. Fine Wealth Management is located in Boca Raton, Florida. Our team works with clients and industry partners throughout the United States, as well as on an insurance specific basis internationally.
We designed this website to provide you access to timely and time-tested newsletters, articles, research reports and goal based calculators. These features are in place to allow you to begin to gain a better understanding of the concepts behind individual and corporate insurance design and the tax efficient benefits that can be realized when investment and insurance solutions are strategically and suitably designed and deployed.
The above paragraph said, it's our belief that nothing compares to actual conversation when the topic concerns your family or your company's financial well being and peace of mind. As our company's founder, Jeffrey Fine, is often heard saying, "virtually everything great that has been accomplished by people, has started with a conversation or a question".
If you would like to see what greatness you, your organization or your organization's financial services clients can accomplish working with Fine Wealth Management, please let us know. If you would like to discuss our company's FINE Playbook (Focus, Investigate, Navigate, and Educate) that we utilize as our foundation to meet and exceed the financial goals, expectations and understanding of our individual, charitable and corporate clients, as well as our industry partners and their clients; we look forward to hearing from you and we are at your service.
Newsletters
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Traditional or Roth Contributions? Think It Through for Future You
When a workplace retirement plan offers both Traditional and Roth accounts, it may help to understand their key features and distinctions.
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Phased Retirement Can Help Smooth the Transition
The article explains why a phased retirement program can be a positive experience for employees, employers, and customers.
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Can You Put the Brakes on Rising Auto Insurance Premiums?
Auto insurance premiums increased more than 18% between July 2023 and July 2024. This article outlines some steps that may help reduce premiums.
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Fine-Tuning with Sector Funds
The stocks in the S&P 500 are classified by 11 sectors, each of which responds differently to market conditions.
Calculators
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Savings Accumulation
Estimate the future value of your current savings.
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?