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Located in New Jersey and Florida, the Breakaway Wealth Management team specializes in retirement planning and 401(k) rollovers, college funding, estate planning, insurance reviews, and investment management for career-minded professionals ready to take greater control of their financial lives.

We are fee-based fiduciaries for advisory clients and can guide you to a brighter tomorrow.

Life is full of events that can affect your financial situation. Some of these events can be anticipated, while others may take you by surprise. As your financial advisor, we want to help you prepare for these events and make informed decisions for your financial future.

Here are some of the major life events that you may encounter, along with some steps you can take to manage them:

Getting Married

Update your estate plan, including your will and powers of attorney.
Review your insurance policies and update your beneficiaries if necessary.
Consider joint accounts and assets.
Discuss your financial goals and expectations with your spouse.

Buying or Selling a Home

Review your mortgage options/ consider tax implications of the sale or purchase.
Plan for your next housing situation, including potential moving costs.
Consider the impact on your budget and financial goals.
Review your homeowner's insurance coverage and update if necessary.

Having or Adopting a Child

Adjust your budget to accommodate for the new expenses.
Update your insurance policies and consider purchasing life insurance.
Start planning for college savings.
If adopting, consider the adoption fees and legal costs.

Starting or Changing Jobs

Review retirement accounts, 401(k) rollovers, or IRAs.
Consider the benefits package (health insurance, retirement benefits).
Plan for any potential gaps in income during the transition period.

Received an Inheritance

Review your tax situation and consider your tax liability on your inheritance.
Consider any legal obligations (paying off debts, wishes of the deceased).
Speak to us about investing or saving your inheritance.
Review your estate plan and update it as needed.

Caring for an Aging Parent

Discuss your parents' wishes and preferences for care.
Review their financial situation, including income sources and expenses.
Consider any potential long-term care needs and associated costs.
Review their estate plan and make sure it reflects their wishes.
Consider legal issues such as power of attorney, guardianship, or conservatorship if necessary.

Dealing with Serious Illness or Disability

Review your insurance policies, including health insurance and disability insurance.
Consider your income sources and create a plan for managing your finances during the illness or disability.
Create a plan for long-term care.
Review your estate plan and update it as needed.

Getting Divorced

Update your estate plan, including your will and powers of attorney.
Review your insurance policies and update your beneficiaries if necessary.
Consider splitting joint accounts and assets.