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No strategy assures success or protects against loss. Diversification does not protect against market risk. Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss.

 

All content is developed from sources that are believed to provide accurate information. The information provided in these materials is not intended to be tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and the materials provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012-2019 Five Star Wealth Managers.

 

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA/SIPC.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, CA, CO, CT, DE, FL, GA, IN, MA, MD, ME, MI, NC, NH, NJ, NY, OH, PA, SC, VA, WV.

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Parks Wealth Management

 

Office: (201) 689-2020

Fax:(201) 689-6850

 

216 East Ridgewood Ave 
Second Floor 
Ridgewood, NJ 07450

info@parkswm.com

Check the background of this firm on FINRA's BrokerCheck.

  • Jonathon Allen, CFP®

Be generous to yourself this New Year.

Once we are past the season of giving next week, it's time to treat yourself. Here's a list of splurge-worthy items that will help you kick off the new year right.


Everyone loves to treat their friends, family, and that special someone to the perfect gifts. But when the holiday season comes to a close and the new year rapidly approaches, it's time to consider what you need. Start 2020 on the right foot with this list of luxury gift ideas. For the Wellness Junkie: A Lifestyle Kit. Open any modern magazine, and it's clear: wellness is en vogue. Channel your inner health nut and indulge in self-care with a kit of modern wellness necessities: a smart watch for fitness tracking, a nutritionist, a personal trainer, and regular appointments at your local wellness center. Schedule weekly massages, facials, and spa treatments to keep you feeling relaxed and fresh. For the Dynamic Designer: A Home Renovation. Start the new year off with a refresh to your personal space. Have you been wanting to upgrade your closet, expand your house, or try something new, like an outdoor kitchen or home movie theater? Now's the time! For the Go-Getter: A Coffee Maker. There's something about that first cup of hot coffee that makes you feel like you can conquer the day. For coffee connoisseurs, that first cup is only the beginning. Luxury coffee makers are in high-demand this coming year: think built-in grinders, endless options for customization, and instantaneous brewing capabilities. The freshest cup of coffee on the market made right in your home, from a machine built of the highest grade materials available. For the Glam Lover: A Style Squad. Fashion-forward thinking is not just for celebrities. Stylists and glam squads are great for anyone who likes to keep up with the latest beauty and style trends. Hire a personal shopper to select the trendiest clothes that perfectly complement your shape while expressing your personality. It's also fun to have a professional hair stylist and makeup artist at the ready so that you look your best for any important meeting, date, or night on the town. For the Traveler: New Wheels. You've spent the past year juggling work and home life, now it's time to take on the open road in your dream car. But don't stop at four wheels: the new year is also a great time to splurge on your dream boat or luxury motorhome. Spoil yourself the way you spoil your loved ones. A little self-care can go a long way. The same thing could be said about your financial plan. Contact me today and we can discuss taking care of your loved ones financially while still being generous with yourself.

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