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Michael Woloshin, Investment Adviser Representative
Founder and managing director, Woloshin Investment Management

Michael Woloshin is an Investment Adviser Representative, insurance professional and the founder and managing director of Woloshin Investment Management. His priority is helping those who are about to retire or who already have retired pursue their financial independence utilizing customized income strategies. Woloshin has over 35 years of experience advising clients.

Phone: 609.654.9700 E-mail: mike@woloshinllc.comwww.woloshinllc.com

7 Year-End Strategies to Save You Money On Taxes
taxes

7 Year-End Strategies to Save You Money On Taxes

Some extra saving, some stock moves, some charitable giving … these strategies all can add up to tax savings for many people. But the clock is ticking…
December 18, 2017
7 Year-End Strategies That Can Help You Save On Taxes
Taxes

7 Year-End Strategies That Can Help You Save On Taxes

December 12, 2017
What's the Big Deal About Health Savings Accounts?
savings

What's the Big Deal About Health Savings Accounts?

Most people know HSAs offer a sweet tax deal, but they also offer a couple other important benefits you might not have considered.
September 21, 2017
Is Your Financial Professional a Fiduciary? (Why You Should Know – And Care)
retirement

Is Your Financial Professional a Fiduciary? (Why You Should Know – And Care)

The answer to that question is important: It determines whether the person you’re working with is legally required to put your interests first.
July 5, 2017
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5 Must-Do's to Start with for Retirement Success
retirement

5 Must-Do's to Start with for Retirement Success

No matter who you are, how much you’ve saved, what kind of salary you make or how you want to spend your golden years, you’re going to need to do the…
April 26, 2017