Andrew Novick, CFP®, JD The Investment Connection

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About Andrew Novick, CFP®, JD

I founded The Investment Connection in 2014 in order to provide customized financial planning and investment management services to individuals and families regardless of their net worth, income, or investable assets. My focus is on helping young, growing families and others seeking the right financial path to meet their specific goals.

I have worked with college graduates, newlyweds, first-time parents, parents with school-age children, business owners, corporate executives, professionals, as well as divorcees, retirees, and widows. I care about my clients and try to give them the best planning and investment advice possible, along with a high quality experience.

While many firms say they offer customized services, what they actually provide are one-size fits all model portfolios or financial plans from pre-packaged software. My services are truly customized to my clients’ needs. This can include incorporating socially responsible investments or alternatives into client portfolios. Performance of your accounts is also a top priority, and having a strong relationship is critically important to achieving that goal.  Building this relationship depends on the give and take of conversation and communication. I am an advisor who listens, solicits your input, shares my thinking, and tests ideas against what you are willing and able to do, so we can develop a lasting and beneficial relationship. If you are too busy with your job, your children, or other responsibilities to address your finances or manage your portfolio, give me a call!

I am a Certified Financial Planner™ professional with a law degree and have been providing fee-only investment management and financial planning services for more than 20 years. Over the years, I’ve been named a NJ Five Star Wealth Manager (Five Star Professional), Best Financial Advisor for Doctors (Medical Economics), and Best Financial Advisor for Dentists (Dental Practice). I am a member of the American Bar Association and long-standing board member of my local Estate Planning Council.  Importantly, I am a member of National Association of Personal Financial Advisors (NAPFA), the country’s leading professional association of Fee-Only financial advisors, and am proud to be one of 30 founding members of the XY Planning Network.

My commitment to you means more than any certificate on a wall. I give my clients award-winning financial service through a personal, hands-on approach.

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Recently Published

Big Changes For the “Kiddie Tax” in 2018

August 21, 2018

The dreaded “Kiddie Tax” is undergoing some changes in 2018, both good and bad. For those familiar with the Kiddie Tax, rates on dependent’s investment income will no longer be subject to the parent’s marginal tax rate. For some this is welcomed news and for others there is a catch. This article will breakdown the Kiddie Tax changes for 2017 and how exactly it will impact taxpayers in 2018 and beyond …2025 if the changes aren’t extended.

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6 Financial Planning Tips for College Graduates

August 8, 2018

Soon after donning their caps and gowns, recent college graduates should develop their first (of many) financial plans to make sure they’re prepared for all the twists and turns of the ‘real world’. This may be the first time many of them are managing their finances on their own, and they may not know where to begin. By following the below tips, new grads will be off to a great start in preparing for a financially successful future:

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New Jersey Enacts Uniform Fiduciary Access To Digital Assets Act

July 31, 2018

Have you ever wondered what happens to your email account when you die? What about your Facebook account? Typically, access to digital accounts - email accounts, blogs, social media accounts, virtual currency, online financial accounts, websites, etc. - is denied. Before his term expired, former New Jersey Gov. Chris Christie signed into law the Uniform Fiduciary Access to Digital Assets Act ("Act") that addresses who can manage a person’s digital assets when they die or become legally incapacitated and should definitely help.

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Ideal Clients

  • First-Time Parents
  • Generation X
  • Parents
  • Parents With School-Age Children
  • Socially Responsible Investing (SRI)

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Assets Under Management

Fee Options

  • Monthly: $100/mo + $600 upfront
  • Flat Fee: $1,000+
  • AUM: .5%+

SEC Records

 

States Registered

  • New Jersey
  • Pennsylvania

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