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LBT Wealth Management
Richard Taborda, CFP®
President
732-479-1730
rtaborda@lbtwealth.com
Welcome
We provide holistic Financial Life Planning tailored specifically to your unique needs and circumstances.

We focus on your values and goals so that we can make the most appropriate financial recommendations designed to help your family overcome challenges and to take advantage of opportunities so you can successfully transition throughout life’s journey.

Our mission
is to help align your financial plan with your life goals.

Our commitment
is to honor our relationship by putting your interests first and focusing on increasing your sense of financial well-being and life satisfaction
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Newsletters
  • Dividend Investing: Small Payments Can Boost Returns
    Owning shares of stock or stock funds might increase the value of your portfolio in one of two fundamental ways: capital appreciation (i.e.,
  • Quiz: Can You Answer These Social Security Benefit Questions?
    Most people will receive Social Security benefits at some point in their lifetimes, but how much do you know about this important source of income?
  • The College Landscape After Tax Reform
    College students and their parents dodged a major bullet with the Tax Cuts and Jobs Act of 2017. Initial drafts of the bill included the elimination of Coverdell
  • What are the gift and estate tax rules after tax reform?
    The Tax Cuts and Jobs Act, signed into law in December 2017, approximately doubled the federal gift and estate tax basic exclusion amount to $11.18
  • How has tax reform affected the generation-skipping transfer tax?
    The Tax Cuts and Jobs Act, signed into law in December 2017, doubled the federal generation-skipping transfer (GST) tax exemption to $11.18 million
    
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IMPORTANT DISCLOSURES


Copyright © 2018 LBT Wealth Management, LLC.

The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

This communication is strictly intended for individuals residing in the state(s) of NJ and TX. No offers may be made or accepted from any resident outside the specific states referenced.
 


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