Charting a Course Towards Your Financial Goals
Welcome to the Waldman Financial Advisers website.
Newsletters
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Tips to Help Preserve Your Inheritance
It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.
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Unpacking the Real Limitations on Unlimited PTO
The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.
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Important Tax Breaks for Pass-Through Businesses
Some owners of pass-through businesses may be able to deduct up to 20% of their qualified business income and/or take generous deductions for investing in qualified property.
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Key Retirement and Tax Numbers for 2026
This article provides 2026 contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
Calculators
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.