Paul Muller, CFP®, AEP®
Ridgewood, New Jersey, United States
1K followers
500+ connections
About
Paul D. Muller is the Founder & CEO of Vision Retirement a retirement advice, planning…
Activity
1K followers
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Paul Muller, CFP®, AEP® shared thisComparing Medicare Advantage and Medigap: Choosing the Best FitComparing Medicare Advantage and Medigap: Choosing the Best Fit
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Paul Muller, CFP®, AEP® shared thisHow Sequence of Returns Risk Can Ruin Retirement DreamsHow Sequence of Returns Risk Can Ruin Retirement Dreams
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Paul Muller, CFP®, AEP® reposted thisPaul Muller, CFP®, AEP® reposted thisLearn your options when it comes to house possession in a divorce and key steps to steer clear of common financial mistakes. #visionretirement #financialplanning #divorce #divorcefinances
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Paul Muller, CFP®, AEP® reposted thisPaul Muller, CFP®, AEP® reposted thisIf you invest in the market, it’s imperative to understand the meaning and purpose of asset allocation and why it’s so important. Check out our beginner’s guide to portfolio asset allocation here: https://lnkd.in/eXUTrRPy #visionretirement #financialplanning #investingbasics #assetallocation #investing101
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Paul Muller, CFP®, AEP® shared thisNo matter how much (or how little) you’ve saved or planned thus far, check out these eleven retirement-prep strategies to better plan for your golden years.Retirement Planning at 50: Steps to Secure Your FutureRetirement Planning at 50: Steps to Secure Your Future
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Paul Muller, CFP®, AEP® reposted thisPaul Muller, CFP®, AEP® reposted thisIf you’re age 50 or older and want to save more money for retirement, you should most certainly familiarize yourself with catch-up contributions, including the new provisions for high earners.Catch-Up Contributions 2026: Boosting Your 401(k) and IRACatch-Up Contributions 2026: Boosting Your 401(k) and IRA
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Paul Muller, CFP®, AEP® reposted thisPaul Muller, CFP®, AEP® reposted thisAccording to recent BLS data, retiree expenses ring in at over $5k a month. Here are the biggest expenditures and strategies for how to minimize them.Biggest Costs in Retirement—And How to Reduce ThemBiggest Costs in Retirement—And How to Reduce Them
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Paul Muller, CFP®, AEP® reposted thisPaul Muller, CFP®, AEP® reposted thisDo you have assets located in New Jersey—such as real estate, bank accounts, stocks, or collectibles? If so, New Jersey’s inheritance tax could impact your estate plans—regardless of whether you’re a resident or not. The amount of taxes you’ll pay depends on your relationship to the beneficiary. For example, Class A beneficiaries—such as spouses, civil union partners, domestic partners, children, grandchildren, and parents—are generally exempt. Siblings (Class C) and more distant relatives (Class D), as well as unrelated heirs, may face significant tax obligations. This makes careful estate planning more important than ever. Read more about how the NJ inheritance tax works in our latest post: https://lnkd.in/ee7Ambxb #visionretirement #financialplanning #retirementplanning #estateplanning #njinheritancetaxThe New Jersey Inheritance Tax: What You Need to KnowThe New Jersey Inheritance Tax: What You Need to Know
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Paul Muller, CFP®, AEP® reposted thisPaul Muller, CFP®, AEP® reposted thisWhile the saying “Don’t put all your eggs in one basket” might sound cliché, the truth behind it is powerful—especially when it comes to investing. No matter how confident you are in a single stock or even sector, concentrating all your money in one place is risky. Diversification, the practice of spreading your investments across different asset types, sectors, and regions, exists to limit this same risk. Read all about portfolio diversification in our latest post: https://lnkd.in/er-nb6VY #visionretirement #financialplanning #retirementplannoing #investing #investingbasics #portfoliodiversification
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Paul Muller, CFP®, AEP® liked thisPaul Muller, CFP®, AEP® liked thisRetirement planning isn’t just about saving—it’s also about how you withdraw. The order and strategy for tapping your accounts can make a big difference in your tax bill and long-term wealth. Our latest article breaks down the ins and outs of tax-efficient retirement withdrawals, including the roles of taxable, tax-deferred, and Roth accounts, plus smart strategies to help your money go further. #visionretirement #financialplanning #retirementplanning #taxefficientwithdrawals #retirementMaximizing Retirement Income: Smart Tax-Efficient Withdrawal StrategiesMaximizing Retirement Income: Smart Tax-Efficient Withdrawal Strategies
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Licenses & Certifications
Honors & Awards
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New Jersey Five Star Weath Manager
New Jersey Monthly Magazine
Five Star Professional is pleased to announce Paul Muller, CFP®, AEP® has been chosen as one of New Jersey's Five Star Wealth Managers for 2015.
Five Star Professional partnered with New Jersey Monthly to recognize a select group of New Jersey area wealth managers who provide quality services to their clients. Paul was featured, along with other award winners, in a special section of the January issue.
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New Jersey Five Star Wealth Manger
New Jersey Monthly Magazine
Five Star Professional is pleased to announce Paul Muller, CFP®, AEP® has been chosen as one of New Jersey's Five Star Wealth Managers for 2014.
Five Star Professional partnered with New Jersey Monthly to recognize a select group of New Jersey area wealth managers who provide quality services to their clients. Paul was featured, along with other award winners, in a special section of the January issue.
"We are excited to once again receive the prestigious Five Star award. We…Five Star Professional is pleased to announce Paul Muller, CFP®, AEP® has been chosen as one of New Jersey's Five Star Wealth Managers for 2014.
Five Star Professional partnered with New Jersey Monthly to recognize a select group of New Jersey area wealth managers who provide quality services to their clients. Paul was featured, along with other award winners, in a special section of the January issue.
"We are excited to once again receive the prestigious Five Star award. We take great pride in the trust and confidence that our clients place in us. This award confirms our commitment to our industry and also to our clients. We are honored to be recognized amongst such an elite group," Paul Muller of Vision Retirement.
The Five Star Wealth Manager award program is the largest and most widely published award program in the financial services industry. The award is based on a rigorous, multifaceted research methodology which incorporates input from peers and firm leaders along with client retention rates, industry experience and a thorough regulatory history review.
About the research process:
Wealth manager award candidates are identified through firm nominations, peer nominations and industry qualifications, and then evaluated on 10 objective eligibility and evaluation criteria including; client retention rates, client assets administered, firm review and a favorable regulatory and complaint history.
Self nominations are not accepted and wealth managers do not pay a fee to be considered or awarded. The award is not indicative of the wealth manager's future investment performance. Click here for detailed information on the Five Star Wealth Manager research methodology or visit www.fivestarprofessional.com.
Organizations
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Foundation for Free Enterprise
Past Board Member
The Mission of the Foundation is to inspire and educate children and young adults to learn, understand and appreciate the principles of free enterprise and entrepreneurship, in order for them to influence the future concerning free market economics, limited government, individual self reliance, and preservation of the entrepreneurial spirit.
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North Jersey Friendship House
Past Chairman of the Board
The role of North Jersey Friendship House is to assist persons with disabilities on their path to wellness and recovery with the goal of improving their overall quality of life. North Jersey Friendship House was established in 1964 as a volunteer service of the Teaneck chapter of the National Council of Jewish Women. From its humble beginning as a storefront operation staffed by dedicated volunteers, North Jersey Friendship House has grown into an expansive 30,000 square-foot facility. North…
The role of North Jersey Friendship House is to assist persons with disabilities on their path to wellness and recovery with the goal of improving their overall quality of life. North Jersey Friendship House was established in 1964 as a volunteer service of the Teaneck chapter of the National Council of Jewish Women. From its humble beginning as a storefront operation staffed by dedicated volunteers, North Jersey Friendship House has grown into an expansive 30,000 square-foot facility. North Jersey Friendship House includes areas for individual and group counseling, vocational and pre-vocational training, a fully operational commercial kitchen and a spacious member dining room. www.njfriendshiphouse.org
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