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Island Financial Advisors

Tax, Estate, and Financial Planning

HERE AT ISLAND FINANCIAL ADVISORS,
“YOU’RE NOT JUST A CLIENT,
YOU’RE FAMILY. COME JOIN US!”

Contact Us for a FREE Consultation – (732) 505-9444

Our clients range from individuals to corporate executives and small business owners. All of our clients benefit from our financial advising, portfolio management, and personalized client services. Trust us to give you an “A-HA!” moment.

  • Financial Services We Offer
  • Financial Planning
  • Investment Management
  • Trust Administration
  • Personal Planning
  • Tax Preparation
  • Estate Planning and more…


Island Financial Advisors “TOP TEN LIST”

  • We have 31 years of financial planning experience.
  • You will join over 700 Financial planning and tax clients, majority being in the Toms River area.
  • We offer a complimentary financial, tax, and estate-planning consultation.
  • Quarterly Financial and Tax Reviews
  • Our clients enjoy two appreciation days per year.
  • Our home office is located at 429 Hooper Avenue.
  • Come in for a second opinion! No charge, No obligation.
  • Your path to an “A-HA” moment!
  • You can hear our ad at WOBM 92.7 FM
  • At Island Financial Advisors, “You’re not just a client, you’re Family. Come Join Us!”
 

Helpful Content

And the Executor Is

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

Lots of Variables with Fixed-Rate Mortgages

Lots of Variables with Fixed-Rate Mortgages

When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.

Get Paid for Going Green

Get Paid for Going Green

Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.

 

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

Can Group, Private Disability Policies Work Together?

Loss of income from disability has the potential to cause significant financial hardship. Disability insurance can help.

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

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

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Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Federal Income Tax

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

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

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.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Long-Term-Care Protection Strategies

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

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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The Power of Compound Interest

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

When Do You Need a Will?

When do you need a will? The answer is easy: right now.

Women and Retirement

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

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

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