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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
Upcoming Events
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Newsletters
  • Due Date Approaches for 2017 Federal Income Tax Returns
    Tax filing season is here again. If you haven't done so already, you'll want to start pulling things together — that includes getting your hands on a
  • Weathering the Storm: Are You Prepared?
    Severe weather can test even the most seasoned homeowners. And while storm hazards such as power outages, downed trees, and flooding can result in costly damage to your
  • College Saving: How Does a 529 Plan Compare to a Roth IRA?
    529 plans were created 22 years ago, in 1996, to give people a tax-advantaged way to save for college. Roth IRAs were created a year later, in 1997,
  • How does working affect Social Security retirement benefits?
    If you're thinking about working as long as possible to increase your retirement savings, you may be wondering whether you can receive Social
  • Will a government pension reduce my Social Security benefits?
    If you earned a government pension from a job not subject to Social Security tax withholding ("noncovered employment") and are also eligible for
    
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IMPORTANT DISCLOSURES


Copyright © 2016 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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