Does Your Portfolio Fit Your Retirement Lifestyle?
Most portfolios are constructed based on an individual's investment objective, risk tolerance, and time horizon.Using these inputs and sophisticated portfolio-optimization calculations, most investors can feel confident that they own a...Read More
Countdown to College
As a parent, you of course want to give your child the best opportunity for success, and for many, attending the “right” university or college is that opportunity. Unfortunately, being accepted to the college of one’s...Read More
9 Facts About Social Security
Social Security's been a fact of retirement life ever since it was established in 1935. We all think we know how it works, but how much do you really know? Here are nine things that might surprise you.The Social Security trust fund is...Read More
SECURE Act 2.0: An Overview
In the final days of 2022, Congress passed a new set of retirement rules designed to facilitate contribution to retirement plans and access to those funds earmarked for retirement.The law is called SECURE 2.0, and it is a follow-up to...Read More
Are recession fears fading?
Are recession fears fading? Investors may still be cautious but it appears that CEOs are markedly more optimistic. During quarterly earnings calls for Q4 2022, the mention of a recession has dropped to just 12%.Read More
Traditional vs. Roth IRA
Traditional Individual Retirement Accounts (IRA), which were created in 1974, are owned by roughly 36.6 million U.S. households. And Roth IRAs, created as part of the Taxpayer Relief Act in 1997, are owned by nearly 27.3 million...Read More
The Business Cycle
What has upswings and downturns, troughs, peaks, and plateaus? Though such terms could easily describe a roller coaster ride, they are also commonly used to describe the business cycle.The business cycle – also known as the...Read More
American National ranked most trustworthy insurance company on Newsweek’s America’s Most Trustworthy
American National Insurance Company was recently named to Newsweek’s list of America’s Most Trustworthy Companies.Read More
9 Facts About Retirement
Retirement can have many meanings. For some, it will be a time to travel and spend time with family members. For others, it will be a time to start a new business or begin a charitable endeavor. Regardless of what approach you intend...Read More
Make Time for a Professional Insurance Review
A lot has changed over the last 18 months and it’s hard to keep up. Supply shortages and increasing prices are just a couple of the changes. And, these two changes can have a big impact on the insurance coverage for...Read More
Devour Desserts – We Do That!
DWA Business Spotlight: Devour DessertsDo we insure Retail Businesses?You bet we do! Devour Desserts is one of our clients.Interested in learning more about insurance for your business? Call us at 856-358-3900 OR click here.Read More
We Are The Best
Jack Dempsey & Lynn Erb Accept Our AwardWe are honored to be voted Best Insurance Agent and Best Financial Consultants in the Salem County Chamber’s Best of Salem County 2021 contest.We are grateful for our staff and clients as...Read More
We Do That – Salons
DWA Business Spotlight: J. Faith Hair StudioDo we insure salons?Yes, we do. If fact, we insure a lot of them.Listen in as Jennifer Faith, owner of J. Faith Hair Studio talks about her experience with Dempsey, Weiss & Associates.If you...Read More
We’re Answering Your Questions!
Welcome to the Business of Business – Two Daughters & Their Dad Podcast!In this episode Jennifer, Staci & Jack answer some great questions submitted via email and on our Facebook page.Jack answers a question abut what...Read More
A Season of Thanks
We have a lot to be thankful for.Every season is a good season to put your loved ones first. As you continue planning your favorite holiday activities, be sure to prioritize a conversation with your agent about your life insurance...Read More
Individual Health Insurance Via The Marketplace
Have you received your 2021 enrollment information & access code from Get Covered NJ? Confused as what to do when?We will review your current plan and explain the changes for 2021. Then we will talk about what doctors you prefer and...Read More
Medicare Annual Open Enrollment – We Can Help!
Each year you have the opportunity to review and change your Part C & D coverage. As you know, Part D is your prescription drug coverage.The deadline to make any changes is Monday, Dec 7, 2020.Even if you are happy with your current...Read More
Jack Dempsey – We’re With You & We’re Open