Skip to content
twitterfacebooklinkedinyoutubeenvelope
  • T: 973.826.8800
  • F: 973.256.8688
Feel free to reach out.
  • Home
  • Our Team
    • Our Team
    • Gregory Makowski
    • Harris Nydick
    • Edward Swikart III
    • John Bartlett
    • Alexandra Makowski
    • Philip Nydick
    • Anthony Ghetian
    • Bob Jaffe
    • Alexander Paszkiewicz
    • Christina Leavy
    • Susan Sharma
    • Working With a CFP
    • AIF and AIFA
    • Awards and Recognition
    • In the News
    • Join Our Firm
  • Our Clients
    • Our Clients
    • Wealth Management
    • 401(k) & 403(b) Process
      • 401(k) & 403(b) Process
      • Service Comparison
    • Services
      • Services
      • Banking & Lending Solutions
      • Estate Charitable Giving & Trust
      • Retirement Planning
      • Longevity Planning
      • Risk Management
      • Education Planning
      • Goal Planning & Monitoring
      • Sustainable Investing
      • Business Planning
      • Corporate Retirement Plan Consulting
      • Fixed Income Services
      • Institutional Consulting
  • Resources
    • Resources
    • Client Access Videos
    • Behavioral Finance
      • Behavioral Finance
      • Familiarity
      • Loss Aversion
      • Overconfidence
      • Mental Accounting
    • Book Page
    • Worthwhile
  • Contact Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
    • Fiduciary Briefcase
  • CFSIAS
    97 Lackawanna Ave., Suite 101 Totowa, NJ 07512-2332 T: 973.826.8800 F: 973.256.8688
    Map and Directions Map and Directions
CFS common sense logoCFS common sense logo
Reset All Filters
Filter
  • Category
    • Business Ownership
    • Economy & Policy
    • Estate & Giving
    • Family & Lifestyle
    • Financial Planning
    • Retirement & Longevity
    • Tax Planning
  • Topic
    • Education
    • Goal Planning
    • Longevity Planning
    • Retirement Planning
  • Media
    • Article
    • Calculator
    • Checklist
    • Document
    • Infographic
    • Newsletter
    • Video
More than getting from A to B
How you get around can mean a lot for your retirement quality of life.
Retirement & Longevity
Write your story: Embrace your retirement identity
Rediscover yourself and the impact you can make in this new phase.
Retirement & Longevity
Read
Read
The future of Social Security: What you need to know today
How Social Security’s anticipated shortfall may impact you down the road.
Retirement & Longevity
Planning for the life you want in retirement
Focus on goals, not just wealth.
Retirement & Longevity
Infographic: Rent or buy? Think through where you want to live in retirement
When it comes to choosing a place to retire, location definitely matters — but there are other factors to weigh, like whether to rent or buy a home.
Retirement & Longevity
Read
Tailor your taxes for retirement
From withdrawals to conversions, taxes in retirement can be a balancing act.
Retirement & Longevity
Read
Advance care planning: a loving act
Ensuring your loved one’s end-of-life wishes are honored.
Retirement & Longevity
Read
A mid-retirement check-in
Evaluate your retirement beyond health and wealth.
Retirement & Longevity
Asset-based long-term care solutions: A more flexible option
As we’re living longer, asset-based long-term care insurance can help you live your best life well into retirement.
Retirement & Longevity
Social security survivor benefits: 6 things to remember
Understanding how social security benefits apply to a surviving spouse is essential to creating an effective retirement income plan.
Retirement & Longevity
Supercharge your retirement savings with the ‘super catch-up’ contribution
This significant change could boost your retirement savings as you approach retirement.
Retirement & Longevity

Add common financial sense to your life

CFS common sense logoCFS common sense logo

complimentary portfolio review

  • 97 Lackawanna Ave., Suite 101 Totowa, NJ 07512-2332
  • T 973.826.8800
  • F 973.256.8688
  • Map & Directions
  • Map & Directions
twitterfacebooklinkedinyoutubeenvelope

Form CRS | CFS Mobile Application Privacy Policy

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

CFS Investment Advisory Services LLC is a Registered Investment Advisor ("RIA"), located in the State of New Jersey. CFS is registered with the SEC. CFS Investment Advisory Services provides investment advisory and related services for clients nationally. CFS Investment Advisory Services will maintain all applicable registration and licenses as required by the various states in which CFS Investment Advisory Services conducts business, as applicable. CFS Investment Advisory Services renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.