LAUREL WEALTH SOLUTIONS
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Let's get started.

Use our resources to start your planning process.

​Here, you’ll find a variety of calculators and articles to help you plan and estimate your retirement income. As always, reach out to us if you have any concerns or questions—we’re here for you every step of the way and want to be a resource for you!

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Get a complete comprehensive view of your entire financial picture.
View comprehensive financial picture
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Check your growth bucket portfolio in real time.
Check growth bucket portfolio

​Right on the Money Episodes Featuring Stephen Caruso

Right on the Money is a financial talk show comprised of an exclusive group of insurance and financial professionals from around the country who have a desire to inform consumers on financial-focused topics that could affect the way they plan for retirement.
Stephen Caruso - Segment 1
Finding the Right Questions to Ask. 
Stephen Caruso - Segment 2
When & Where to Start Planning.
Stephen Caruso - Segment 3
Short & Long-term Financial Goals.
Stephen Caruso - Segment 4
Income Solutions & Financial Tools.
Stephen Caruso - Segment 5
The T.R.Ac.K Method.
Stephen Caruso - Segment 6
The Financial Junk Drawer.
Stephen Caruso - Segment 7
Post Retirement & Legacy Planning

Financial Calculator Library

Sequence of Returns Calculator
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401(k) Planning Calculator
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Life Insurance Calculator
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Retirement Income Calculator
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Check out Stephen Caruso's new book, Cookie Cut This! to learn about retirement distribution strategies for the non-conformist!


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​In Cookie Cut This!, retirement income specialist Steve Caruso empowers you to create well-defined retirement goals and ensure those are appropriately funded with sufficient income. Avoiding model portfolios and other cookie-cutter solutions,
EMBRACING RETIREMENT ON YOUR TERMS MEANS RETIRING WITH CONFIDENCE AND DIGNITY.
More about Cookie Cut This!
Buy the book

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Are you prepared for retirement?

​You’ve probably been planning for retirement is some way, shape or form for many years. As you get closer to retirement, it’s important to plan in more specific details. How much money will you have coming in the door every month? Is that money guaranteed or could it fluctuate? How will you spend your money? Download our guide, “10 Steps to a Successful Retirement” to help you nail down the answers to more important questions.
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    Download your "10 Steps to a Successful Retirement" guide today!

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STEPHEN CARUSO
President & Founder

Laurel Wealth Solutions
p. 800.LWS.4579  (800.597.4579)  |  f. 914.517.5107
e. [email protected]

New York
​31 E. 32nd St., Suite 602
New York, NY 10016
Queens
69-10 108th St., Suite 1A
Forest Hills, NY 11375
New Jersey
10 Shawnee Dr., Suite 1
​Watchung, NJ 07069
Belpointe Financial
125 Greenwich Ave
Greenwich, CT 06830
HOME  |  ABOUT  |  SERVICES  |  RESOURCES  |  BOOK  |  BLOG  |  EVENTS  |  ​CONTACT

Licensed Insurance Professional.
Stephen Caruso is an Investment Advisor Representative offering investment advisory services through Belpointe Asset Management, LLC, 125 Greenwich Avenue, Greenwich, CT 06830 (“Belpointe"). Belpointe is an investment adviser registered with the Securities and Exchange Commission (“SEC”). Registration with the SEC should not be construed to imply that the SEC has approved or endorsed qualifications or the services Belpointe Asset Management offers, or that or its personnel possess a particular level of skill, expertise or training. Insurance products are offered through Belpointe Insurance, LLC. Important disclosures related to Belpointe are available at http://www.belpointe.com. Additional information pertaining to Belpointe’s registration status, its business operations, services and fees and its current written disclosure statement is available on the SEC’s Investment Adviser public website at https://www.adviserinfo.sec.gov/. 
AR-4241  |  18296-2018/12/11
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  • Resources
    • Book
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  • Contact
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