Hochheiser, Deutsch & Company, Inc.

Hochheiser, Deutsch & Company, Inc.

Comments

Welcome to the 5th. episode of It's a VUCA World - Volatile, Uncertain, Complex & Ambiguous.

Could your financial plan be more tax-efficient? The compounding effect of even moderate tax savings becomes larger over time.

Maybe it's time for a 2nd. opinion.

Please message me if you would like to discuss and feel free to share this video with anyone you think might benefit from it.
Please enjoy the 4th. episode in my video series, It's a VUCA World - Volatile, Uncertain, Complex & Ambiguous. This episode touches on qualified retirement plans.

Is your current qualified retirement plan meeting all your objectives?

When is the last time you had a 2nd. opinion?

Please message me if you would like to discuss and feel free to share this video with anyone you think might benefit from it.
Welcome to the 3rd. episode in my video series, It's a VUCA World - Volatile, Uncertain, Complex & Ambiguous. This episode touches on taxes. I hope you are enjoying these videos and finding them of value.

Ask yourself, does your current plan focus on paying the least amount of taxes over your lifetime? Now watch the video.

Please message me if you would like to discuss and feel free to share with anyone you think might benefit from viewing the video.
You have successfully built wealth, but many times we still see successful people missing the capability to employ the best exit strategies to fully maximize their income in retirement and their legacy. Test how proactive your planning really is.

https://www.hdci.biz/the-maximizing-your-end-game-scorecard
Welcome to the 2nd. episode in my video series, It’s a VUCA World – Volatile, Uncertain, Complex & Ambiguous. This episode discusses retirement cash flow. I hope you find this to be of value.

Ask yourself the following questions and watch the video.

Have you stress-tested your current financial plan for your retirement cash flow? Does it meet your expectations under various scenarios?

If you would like to discuss, please message me or book a call directly under contact info. Feel free to share this post with anyone you think might benefit from it.
Want to test your life insurance knowledge? Take our quiz and find out where you rank.
A disability could keep you from work and increase costs. How can you protect yourself? #DisabilityInsurance
A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing your estate.
Let’s start getting your financial priorities and attitudes in sync with model behaviors.
Three tips for giving smart from the heart.
Here are 5 facts about Social Security you absolutely need to know. #socialsecurity #retirement
We all so gladly welcome in 2021, there is much hope to get our lives back to "normal" at some point in the not so far future. 2020 was devastating to some and at best troubling and very difficult to most. As we start 2021, my thoughts first go out to you and your family. I hope and pray all have weathered and continue to weather this horrific storm as well as can be expected. As COVID continues and many of the issues from 2020 still linger, new issues and concerns have come with the new year.

There is no disputing that we now live in a VUCA world. Volatile, Uncertain, Complex, and Ambiguous.

Taxes and financial markets are clearly volatile and uncertain, and I believe that's the new normal. Financial products and many financial strategies are extremely complex. Learning how all of these truly apply to your financial world and what it can mean for you tends to be quite ambiguous.

So, what can you do about it?

I think it comes down to these 5 essential things you should revisit for 2021:

Saving goals - what are they & what should they be?

Income tax projections now, and in the future. Where are they headed and how are you positioned to combat the financial detriment?

Your children's or family's need for a higher level of financial support, possibly greater than previously expected?

How will your cash flow throughout your retirement be affected by all of the above?

How often are these items being accurately measured and accounted for?

I will be doing some short videos on these areas of importance in the upcoming weeks, so stay tuned.

Hochheiser, Deutsch & Company is all about helping to put our clients in the best position to maximize their lifestyle now and in the future.
NOW is that time to get organized and start focusing on making sure you’re capitalizing on the opportunities to make that happen. To develop your plan for success under any circumstance.

Are you saving 15-20% of your gross income?

Are you properly protecting what matters most?

Have you put yourself in the best position now to maximize your end game later?

Ask for our help! We have the tools and an amazing team in place to make it happen. Our wish for you is a happy, healthy, and prosperous year.
Together we can make 2021 the year where your financial plan is structured to combat the VUCA world and put yourself in a position to maximize your opportunities to build and protect wealth.

Please let us know how we can help.

2021-114421, Exp. 01/23

Helping to Secure Your Lifestyle and Your Legacy What's Your Financial Freedom Score?™
Winners Keep Score. Are you doing as well as you should be?

Take The Financial Freedom Scorecard™ Now and find out. www.yourfinancialfreedomscore.com

Are You Ready For The Financial Freedom Experience? We have over 30 years of knowledge and technical experience. We have an outstanding client service team to offer you an unparalleled experience. We have numerous powerful and tested trademarked processes.Others sell products, we educate.We guide you through the complexities of today's and tomorrow's financial world.We truly care and are passionate about your family and your success.We live our lives and conduct our business through our Worthy Ideal. Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly-owned subsidiary of Guardian. Hochheiser, Deutsch & Company, Inc.is not an affiliate or subsidiary of PAS or Guardian. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. CA Insurance License # 0F04261.

Operating as usual

11/10/2021

Welcome to the 5th. episode of It's a VUCA World - Volatile, Uncertain, Complex & Ambiguous.

Could your financial plan be more tax-efficient? The compounding effect of even moderate tax savings becomes larger over time.

Maybe it's time for a 2nd. opinion.

Please message me if you would like to discuss and feel free to share this video with anyone you think might benefit from it.

10/27/2021

Please enjoy the 4th. episode in my video series, It's a VUCA World - Volatile, Uncertain, Complex & Ambiguous. This episode touches on qualified retirement plans.

Is your current qualified retirement plan meeting all your objectives?

When is the last time you had a 2nd. opinion?

Please message me if you would like to discuss and feel free to share this video with anyone you think might benefit from it.

10/13/2021

Welcome to the 3rd. episode in my video series, It's a VUCA World - Volatile, Uncertain, Complex & Ambiguous. This episode touches on taxes. I hope you are enjoying these videos and finding them of value.

Ask yourself, does your current plan focus on paying the least amount of taxes over your lifetime? Now watch the video.

Please message me if you would like to discuss and feel free to share with anyone you think might benefit from viewing the video.

The Maximizing Your End Game Scorecard 10/08/2021

The Maximizing Your End Game Scorecard

You have successfully built wealth, but many times we still see successful people missing the capability to employ the best exit strategies to fully maximize their income in retirement and their legacy. Test how proactive your planning really is.

https://www.hdci.biz/the-maximizing-your-end-game-scorecard

The Maximizing Your End Game Scorecard The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed an...

09/29/2021

Welcome to the 2nd. episode in my video series, It’s a VUCA World – Volatile, Uncertain, Complex & Ambiguous. This episode discusses retirement cash flow. I hope you find this to be of value.

Ask yourself the following questions and watch the video.

Have you stress-tested your current financial plan for your retirement cash flow? Does it meet your expectations under various scenarios?

If you would like to discuss, please message me or book a call directly under contact info. Feel free to share this post with anyone you think might benefit from it.

Test Your Life Insurance Knowledge 01/25/2021

Test Your Life Insurance Knowledge

Want to test your life insurance knowledge? Take our quiz and find out where you rank.

Test Your Life Insurance Knowledge How much do you know about one of the most important tools you have to help protect your and your family’s financial future?

Disability and Your Finances 01/22/2021

Disability and Your Finances

A disability could keep you from work and increase costs. How can you protect yourself? #DisabilityInsurance

Disability and Your Finances In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

Estate Management 101 01/20/2021

Estate Management 101

A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing your estate.

Estate Management 101 A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

You Are Not Alone it Just Feels That Way 01/18/2021

You Are Not Alone it Just Feels That Way

Let’s start getting your financial priorities and attitudes in sync with model behaviors.

You Are Not Alone it Just Feels That Way Let’s start getting your financial priorities and attitudes in sync with model behaviors.

Charitable Giving: Smart from the Heart 01/15/2021

Charitable Giving: Smart from the Heart

Three tips for giving smart from the heart.

Charitable Giving: Smart from the Heart Do you have causes that you want to support with donations?

Social Security: Five Facts You Need to Know 01/13/2021

Social Security: Five Facts You Need to Know

Here are 5 facts about Social Security you absolutely need to know. #socialsecurity #retirement

Social Security: Five Facts You Need to Know Here are five facts about Social Security that are important to keep in mind.

[01/13/21]   We all so gladly welcome in 2021, there is much hope to get our lives back to "normal" at some point in the not so far future. 2020 was devastating to some and at best troubling and very difficult to most. As we start 2021, my thoughts first go out to you and your family. I hope and pray all have weathered and continue to weather this horrific storm as well as can be expected. As COVID continues and many of the issues from 2020 still linger, new issues and concerns have come with the new year.

There is no disputing that we now live in a VUCA world. Volatile, Uncertain, Complex, and Ambiguous.

Taxes and financial markets are clearly volatile and uncertain, and I believe that's the new normal. Financial products and many financial strategies are extremely complex. Learning how all of these truly apply to your financial world and what it can mean for you tends to be quite ambiguous.

So, what can you do about it?

I think it comes down to these 5 essential things you should revisit for 2021:

Saving goals - what are they & what should they be?

Income tax projections now, and in the future. Where are they headed and how are you positioned to combat the financial detriment?

Your children's or family's need for a higher level of financial support, possibly greater than previously expected?

How will your cash flow throughout your retirement be affected by all of the above?

How often are these items being accurately measured and accounted for?

I will be doing some short videos on these areas of importance in the upcoming weeks, so stay tuned.

Hochheiser, Deutsch & Company is all about helping to put our clients in the best position to maximize their lifestyle now and in the future.
NOW is that time to get organized and start focusing on making sure you’re capitalizing on the opportunities to make that happen. To develop your plan for success under any circumstance.

Are you saving 15-20% of your gross income?

Are you properly protecting what matters most?

Have you put yourself in the best position now to maximize your end game later?

Ask for our help! We have the tools and an amazing team in place to make it happen. Our wish for you is a happy, healthy, and prosperous year.
Together we can make 2021 the year where your financial plan is structured to combat the VUCA world and put yourself in a position to maximize your opportunities to build and protect wealth.

Please let us know how we can help.

2021-114421, Exp. 01/23

hdci.biz 01/11/2021

Whole Life Insurance Can Be an Asset For Balance

Find the right asset balance with Whole Life Insurance. Learn how you can create a balance between growth and stability with whole life insurance.

hdci.biz Learn how you can create a balance between growth and stability with whole life insurance.

hdci.biz 01/08/2021

Test Your Estate Strategy Knowledge

Test your estate strategy knowledge with this short quiz.

hdci.biz Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

hdci.biz 01/06/2021

Put It in a Letter

Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.

hdci.biz A letter of instruction provides additional and more personal information regarding your estate.

hdci.biz 01/04/2021

Trends in Charitable Giving

When giving to charity, some make cash donations. Others want a more sophisticated strategy. #CharitableGiving

hdci.biz Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

hdci.biz 01/01/2021

Retirement Planning With Your Special Needs Child in Mind

Having a special needs child adds another layer of complexity to retirement planning. A special needs trust may help ease parental concerns.

hdci.biz Having a special needs child adds another layer of complexity to retirement planning. A special needs trust may help.

hdci.biz 12/30/2020

Insurance Needs of Small Business Owners

The dreams of small business owners and the business plans that outline the strategy to fulfill those dreams rarely include the insurance protections that business owners will need. Yet, having adequate protection can...

hdci.biz The dreams of small business owners and the business plans that outline the strategy to fulfill those dreams rarely include the insurance protections that business owners will need. Yet, having adequate protection can...

hdci.biz 12/28/2020

The 12 Steps to Living Confidently: Legacy and Estate

You wouldn’t leave your paycheck on the bus. Without basic estate planning, your wealth is equally at risk. Here are the three documents everyone needs.

hdci.biz You wouldn’t leave your paycheck on the bus. Without basic estate planning, your wealth is equally at risk.

hdci.biz 12/25/2020

And the Executor Is

Here are a few key factors to consider when naming an executor for your estate.

hdci.biz The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

hdci.biz 12/23/2020

Does Your Portfolio Fit Your Retirement Lifestyle?

A retiree’s #portfolio should reflect the lifestyle choices he or she makes in #retirement. Does yours?

hdci.biz Lifestyle considerations in creating your retirement portfolio.

hdci.biz 12/21/2020

Caring for Aging Parents

Have a strategy for discussing healthcare with your parents. #AgingParents

hdci.biz As our nation ages, many Americans are turning their attention to caring for aging parents.

hdci.biz 12/18/2020

Will Power

When was the last time you updated your will?

hdci.biz Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

hdci.biz 12/16/2020

Insuring Your Business With a Buy/Sell Agreement

There are ways to protect your business in the event of your death or the death of a partner.

hdci.biz It may help your business be better prepared in the event of the death of a principal or key employee.

hdci.biz 12/14/2020

Estate Management 101

A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing your estate.

hdci.biz A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

hdci.biz 12/11/2020

Insurance Needs Assessment: When You're Young and Single

Even if you’re #young and single, you should still consider #protecting yourself with #insurance.

hdci.biz Even if you’re young and single, you should still consider protecting yourself.

hdci.biz 12/09/2020

Whole Life Insurance Can Be an Asset For Balance

Find the right asset balance with Whole Life Insurance. Learn how you can create a balance between growth and stability with whole life insurance.

hdci.biz Learn how you can create a balance between growth and stability with whole life insurance.

hdci.biz 12/07/2020

Don’t Myth Out on Whole Life

Whole life insurance can help protect what matters most: your family, your assets, and your legacy. Get the facts and don’t myth out on its many benefits.

hdci.biz Whole life insurance can help protect what matters most: your family, your assets, and your legacy.

hdci.biz 12/04/2020

Trends in Charitable Giving

When giving to charity, some make cash donations. Others want a more sophisticated strategy. #CharitableGiving

hdci.biz Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

hdci.biz 12/02/2020

6 Strategies to Help You Prepare for Living on Retirement

Explore financial strategies that may help you prepare for living on a fixed budget during retirement on My Retirement Walk.

hdci.biz Explore financial strategies that may help you prepare for living on a fixed budget during retirement on My Retirement Walk.

hdci.biz 11/30/2020

Protecting Your Business from the Loss of a Key Person

For a small business, the loss of a key person could cause financial hardship.

hdci.biz Business owners may be able to protect themselves from the financial consequences of losing a key employee.

hdci.biz 11/27/2020

Put It in a Letter

Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.

hdci.biz A letter of instruction provides additional and more personal information regarding your estate.

hdci.biz 11/25/2020

How to Jump-Start Your Financial Strategy for Retirement

Get on track to creating the retirement you want. Here are seven financial strategies to take now to help build your financial resources for retirement.

hdci.biz Get on track to creating the retirement you want. Here are seven financial strategies to take now to help you.

hdci.biz 11/23/2020

And the Executor Is

Here are a few key factors to consider when naming an executor for your estate.

hdci.biz The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

hdci.biz 11/20/2020

Test Your Life Insurance Knowledge

Want to test your life insurance knowledge? Take our quiz and find out where you rank.

hdci.biz How much do you know about one of the most important tools you have to help protect your and your family’s financial future?

Videos (show all)

The QRP Scorecard
How to Build & Balance Your 3 Pools of Money
Why Us?
Is Your Retirement Plan Working As Well As It Could Be?
The Entrepreneur's Guide to Achieving Financial Freedom
The Financial Freedom Scorecard
Life Insurance 101
Unique Ability, Delegate & Elevate

Products

Comprehensive Wealth Management, Comprehensive Retirement Analysis & Planning, Life Insurance Design & Strategies, Disabillity Income Protection, College Planning, Qualified Retirement Plan Design & Implementation, Retirement Plan Asset Management, Business And Professional Practice Succession & Continuity Planning, Executive & Employee Benefits, Estate Planning

Telephone

Address


225 Broadhollow Road, Suite 110
Melville, NY
11747

Opening Hours

Monday 8am - 6pm
Tuesday 8am - 6pm
Wednesday 8am - 6pm
Thursday 8am - 6pm
Friday 8am - 5pm
Other Financial Consultants in Melville (show all)
Steeve Koven-Augustin at Prudential Steeve Koven-Augustin at Prudential
Melville, 11747

As a Financial Advisor, I help people plan for financial security. Tell me your goals and we’ll help achieve them together.

Insignis Financial Group LLC Insignis Financial Group LLC
200 Broad Hollow Rd, Ste 405
Melville, 11747

We are a process-driven leader in protection, financial and investment management services.

Jennifer Silberman, Financial Services Professional with Nylife Securities Jennifer Silberman, Financial Services Professional with Nylife Securities
Melville, 11747

Financial Services Professional offering securities products and services through NYLIFE Securities LLC.

Gabriella Ciamillo - Northwestern Mutual Gabriella Ciamillo - Northwestern Mutual
400 Broadhollow Road, Suite 200
Melville, 11747

My mission is to help all of my family and friends achieve their financial goals through proper planning.

Babita Trivedi, Financial Planner Babita Trivedi, Financial Planner
575 Broadhollow Road
Melville, 11747

Babita Trivedi, is a CERTIFIED FINANCIAL PLANNER™ with Lighthouse Financial Network, LLC.

Higbie Wealth Management Higbie Wealth Management
534 Broadhollow Road, Suite 103
Melville, 11747

We are a full service Wealth Management firm dedicated to helping our clients accumulate, preserve, distribute and transfer wealth throughout generations.

Francis Tax and Accounting Service Francis Tax and Accounting Service
Melville, 11747

Accounting and Tax Service. IRS Representation, Not-for-Profit, Personal Finance, Financial Statement, Business and Estate Return.

Mark Epstein, CPA Mark Epstein, CPA
425 Broadhollow Rd, Suite 329
Melville, 11747

Providing quality, personalized financial guidance to individuals and businesses.

Landmark Wealth Management, LLC Landmark Wealth Management, LLC
Melville, 11747

Financial Planning & Investment Management

The Pension Department, Inc The Pension Department, Inc
105 Maxess Rd, Suite S124
Melville, 11747

401k Administration, Pension Administration, and Employee Benefits.

Tyler Sloves at Prudential Tyler Sloves at Prudential
445 Broadhollow Rd Suite 405
Melville, 11747

As a Financial Advisor, I help people plan for financial security. Tell me your goals and we’ll help achieve them together.

Herold & Lantern Investments Herold & Lantern Investments
35 Pinelawn Road
Melville, 11747

Herold & Lantern Investments is a wealth management boutique with a national presence. We educate and guide our clients to manage risk, grow, and preserve their wealth.