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Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Other Financial Planning
    • -Tax Planning
  • Pension Consulting
    • -401k
  • Portfolio Management
    • -Individuals and/or Small Businesses

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Critical Capital Management, Inc. 39 years, 5 months May 1980 - Present

Designations & Memberships

  • Financial Planning Association
    Membership
    Financial Planning Association
    The Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.
  • National Association of Personal Financial Advisors
    Membership
    National Association of Personal Financial Advisors
    NAPFA, the National Association of Personal Financial Advisors, is the nation’s leading organization dedicated to the advancement of Fee-Only comprehensive financial planning. Consumers and the media look to NAPFA for access to financial advisors who meet the highest standards for professional competency, comprehensive financial planning and Fee-Only compensation.
  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.

Articles and Answers

Answers

Ask a financial questionAsk a question
Can you explain the difference between a Roth 401k and a Roth IRA and what someone should consider when deciding between the two as a primary retirement tool?
The main difference between the two is how much can be contributed to each. That maximum you can contribute to a Roth 401K is $17,500 the maximum you can contribute to a Roth IRA is $5500. The other advantage to a Roth 401k is that your employer can match if that is that is the company's policy. ...  (more)
Answered May 2013
My stock options have vested. Do you think I should exercise them, and then hold for long term capital gains?
When you exerices your options you are taxed on the difference between your exercise price and the market price. Therefore you have money at risk. If you hold for long term capital gains there is a risk that the stock will go down--why take the risk? You are better off exercising and selling to avo...  (more)
Answered May 2013
Ok I have 4 IRA's, is it best to combine them all into 1 IRA or an Annuity?
Combining them into one IRA is the way to go. No need for an annuity--the major advantage of which is tax deferral--which you already get in your IRA's. ...  (more)
Answered Jul 2013
I am 70 years old, have $500,000 in savings, receive $1352 net SS. I will soon need a new smaller house that I would like to buy with down payment and financing. How much can I withdraw annually for the rest of my life with this scenario.
To answer the question you asked requires more detail then a quick answer from those of us who participate with Bright Scope. The answer should only be offered after an analysis of your total situation has been completed. I strongly recommend that you see a Certified Financial Planner before making ...  (more)
Answered May 2013
India - CD - investments?
How secure are India's CD's? Even if they are secure, Putting all your eggs in one basket NEVER is wise. ...  (more)
Answered Jun 2013
Education -529 - good or bad?
A 529 plan is just a vehicle for investing. Like any invetment vehicle there are advantages and disadvantages. The advantages are that it allows saving for education to grow on a tax free basis and enforces some saving discipline since the money is not easily accessed once it is put in a plan. The...  (more)
Answered Jun 2013
I need advise to productively invest $20,000!
Before you decide how to invest the $20,000 you need to define what would be "productive" for you....  (more)
Answered Jul 2013
When my restricted stock vests, how will it be taxed?
J--the entire value of your restricted stock when it vests is subject to ordinary income tax. Mr. Nobb's answer is incorrect. He must be confusing it with regular stock option vesting....  (more)
Answered May 2013
    *Answers are submitted by advisors without compensation.

    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      None
    • as of date
      Dec 11, 2018
    FINRA
    FINRA
    • license status
      Not registered
    • disclosures
      None
    • as of date
      N/A
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Abacus Wealth Partners

    Last updated on March 31, 2019
      • $2.1B
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 5K
        Accounts
      • $398.3K
        Estimated Average Account Balance

    Fees

    Fee Only Advisor
    $
    This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

    Types of Compensation Arrangements