Financial Planning & Investment Management Based in Long Island New York, Landmark Wealth Management LLC is a “fee only” Securities Exchange Commission (SEC) Registered Investment Advisor (RIA).
The mission of the firm is to provide comprehensive financial planning and investment management services to individuals, families, and small business owners. Due to our fee only status, we do not receive compensation via commissions, trailers or sales charges. We do not sell insurance products or any other proprietary investments. Our advice and investment management services are completely unbia
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Q3 '21 Investment Newsletter - Landmark Wealth Management
Q3 '21 Investment Newsletter - Landmark Wealth Management Landmark Wealth Management, LLC Registered Investment Advisor 95 Broadhollow Road, Suite 102 Melville, NY 11747 (631) 923-2485 About Philosophy Articles Resources Contact Us Investment Newsletter
Come visit us in our new location: 95 Broadhollow Road, Suite 102, Melville, NY 11747
Come visit us in our new location: 95 Broadhollow Road, Suite 102, Melville, NY 11747
Q2 '21 Investment Newsletter - Landmark Wealth Management
Q2 '21 Investment Newsletter - Landmark Wealth Management Landmark Wealth Management, LLC Registered Investment Advisor 900 Walt Whitman Road, Suite 208 Melville, NY 11747 (631) 923-2485 About Philosophy Articles Resources Contact Us Investment Newslett
Landmark Wealth Management, LLC welcomes James Millington, CFP®!
We are thrilled to add James Millington, CFP® to the Landmark team. A CERTIFIED FINANCIAL PLANNER™ since 2003 (www.cfp.net), Jim has been in the financial services industry since 1998. He has worked for several New York Stock Exchange members in various wealth management roles, including Prudential Securities, TD Waterhouse, JPMorgan Chase, and Fidelity Investments.
Over the course of more than two decades Jim has helped both families and small businesses with financial planning topics including retirement planning, investment management, college planning, insurance, estate planning strategies, and tax efficient investment strategies. In addition to earning his CFP® designation, he has held FINRA licenses Series 7, Series 63, Series 65, Series 9 and Series 10. He has been a licensed agent in numerous states including New York and Florida for life, health and variable annuities. Additionally, Jim was a Certified College Funding Specialist CCFS®. Jim graduated from the University at Albany with a Bachelor’s Degree in Economics, and a Minor in Business Administration.
Jim has been an active member of the Financial Planning Association since 2002 and held the position of the Government Relations Director. In addition, he was also the Career Development Director where he served as a mentor to CFP® certificate candidates by teaching and proctoring review classes to prepare them for the CFP® exam. He has been invited to numerous engagements to speak on various different financial topics including, but not limited to, banking and lending, retirement planning, investment planning and annuities.
Jim joined Landmark to partner with clients and help understand their short and long-term goals while assisting them in building a financial plan that is more personally customized to meet their needs. One of Jim’s top priorities is forming strong relationships with our clients and their families as he works hard to maintain a deep level of trust, reliability, and competency.
Jim currently resides in Smithtown, New York with his wife Suzanne, and their two children Zachary and Hannah.
Q1 '21 Investment Newsletter - Landmark Wealth Management
Q1 '21 Investment Newsletter - Landmark Wealth Management Landmark Wealth Management, LLC Registered Investment Advisor 900 Walt Whitman Road, Suite 208 Melville, NY 11747 (631) 923-2485 About Philosophy Articles Resources Contact Us Investment Newslett
newsday.com Losing a job can turn you upside down. It’s hard not to hit the panic button. Instantly there are new problems, like how to pay the rent or mortgage. But then there are questions like what to do with
newsday.com This was the year that was unimaginable. The horror flick that unfolded was daily life à la the pandemic. And as the end of the year approaches, there is a sense of having survived, yet knowing there
newsday.com Nothing has been normal about 2020. The holidays will be different too. With financial uncertainty, qualms about traveling and the coronavirus still ever present, should you change your approach to th
Q4 '20 Investment Newsletter - Landmark Wealth Management
web-extract.constantcontact.com Landmark Wealth Management, LLC Registered Investment Advisor 900 Walt Whitman Road, Suite 208 Melville, NY 11747 (631) 923-2485 About Philosophy Articles Resources Contact Us Investment Newslett
newsday.com At last you’re there — retirement. Let the good times begin! Yes, but that’s not to say you can take off your thinking cap. In fact, just the opposite. The early years of retirement lay the foundation
newsday.com It’s bad enough when you lose your job and your income disappears, but to make matters worse, company benefits vanish too. While COBRA is a lifeline to keep health coverage, what do you do about the
newsday.com Free time during a pandemic and few options for “play” can lead to all sorts of things — like an increase in day trading. With fintech firms like Robinhood and others, charging little or no commission
newsday.com As companies continue searching for ways to stay afloat in this tough economic climate, one option is to offer employees buyouts. If an opportunity arises, should you take the money and run? That’s a
newsday.com Life offers many lessons if you’re still and studious enough to grasp them. The past is always a road map to the present. The last time things were so bad economically in this country it was 2008. Wh
newsday.com These are tough times indeed. More than 36 million people filed for unemployment claims in recent months. The unexpected left many in a lurch. In desperation folks in trouble are turning to family an
huffpost.com Uncertainty surrounding the coronavirus and its impact on the economy could spell more trouble for the stock market.
businessinsider.com Is saving for retirement wise when your income is way down? Two financial planners say yes, even if it means reducing your contributions somewhat.
Q3 '20 Investment Newsletter - Landmark Wealth Management
landmarkwealthmgmt.com Sequence of Returns: A Substantial Risk to Retirees April 9th 2020 There are certain constants in life that we all assume as part of our day to day lives. Among them are death and taxes. We also presume that it will always be the case that 7 – 6 = 1. While this is true in math class, it is n...
Q2 '20 Investment Newsletter - Landmark Wealth Management
landmarkwealthmgmt.com The Greatest Risk to Investment Success: Emotional Reactions March 31st 2020 In the midst of the recent market volatility related to the global shutdown due to corona virus, investors often become understandably emotional. Unfortunately, emotional responses are never wise when it comes to making f...
Special Edition: Coronavirus Bear Market
Our most recent article on market volatility.
landmarkwealthmgmt.com Market Corrections: How Much Impact Do They Have? March 4th 2020 As investors work their way through the latest round of market volatility, this time driven by the recent fear of the “Corona Virus”, a number of fears often arise from investors. Questions such as: Is it different this time? Do ...
Special Edition: Recent Market Volatility - Coronavirus
Q1 '20 Investment Newsletter - Landmark Wealth Management
This is a brief overview on the Secure Act, and some of the more important changes to retirement planning.
landmarkwealthmgmt.com The Secure Act: How it May Impact You January 2nd 2020 On December 20th President Trump signed into law the Secure Act, a bill which received a significant amount of bipartisan support in the United States Congress. The new legislation makes some significant changes that impact retirement plans fo...
landmarkwealthmgmt.com Asset Equalization Among Spouses: Why It’s Important December 9th 2019 One of the more challenging things to plan for is the risk of losing the capacity to care for yourself in your latter years. It is an unpleasant thought to all of us, yet something that is very important to consider. ...
Q4 '19 Investment Newsletter - Landmark Wealth Management
Q3 '19 Investment Newsletter - Landmark Wealth Management
investorsobserver.com A required minimum distribution (RMD) refers to the amount of annual withdrawal an investor must take from their qualified retirement... Read More >
investorsobserver.com The use of exchange traded funds (ETFs) has become widespread in recent years. The early incarnation of the ETF was... Read More >
Q2 '19 Investment Newsletter - Landmark Wealth Management
Q1 '19 Investment Newsletter - Landmark Wealth Management
investorsobserver.com The case for passive investing is a compelling one. Year after year we hear stock pickers say the “now is... Read More >
Our latest article on the topic of REITs
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