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Isaacson Tax & Estate Advisors

1301 N. Congress Ave Suite 350
Boynton Beach, FL 33426

Phone:

(561) 536-0585

Fax:

(561) 536-0586

E-mail:

Contact Us

Please feel free to contact us with any questions.

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Your "One Stop" Retirement Information Center

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Isaacson Tax & Estate Advisors is a full service retirement planning company, headquartered in Boynton Beach since 2004.  We are accredited members of the Better Business Bureau of South Florida and are active members of the Boynton Beach Chamber of Commerce.

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Unlike many brokerage firms which have “house products” that their advisors often push, we are purely independent and are “goal driven,” not “product driven.”  Since we also provide tax preparation services for our clientele, and work in close conjunction with estate planning attorneys, our planning and advice is specifically tailored to your individual situation.

This article explains newly implemented and upcoming tariffs and their potential economic impact.

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Each year from October 15 to December 7, Medicare offers an Open Enrollment period during which beneficiaries can review coverage options and make changes as appropriate.

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Considering some important issues now could provide more options in the event of early retirement.

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Tax season may be over, but a completed tax return offers information that can help with financial strategy for the rest of the year.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck