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HOLEVINSKI FINANCIAL SERVICES

200 White Road, Suite 204
Little Silver, NJ 07739-1162

Phone:

1-800-995-1238

Fax:

732-741-4831

E-mail:

mholevinski@madisonreps.com

Calculators

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Contact Us

Please feel free to contact us with any questions.

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Videos

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MARY HOLEVINSKI, LUTCF

Smiling woman with blonde hair in a polka dot shirt.

Welcome to Holevinski Financial Services, a full-service company focusing on in retirement planning and estate conservation.

As personal financial professionals, we can:

  • Help you clarify and define your goals

  • Recommend solutions that fit your needs

  • Deliver timely information

  • Explain how changing financial conditions affect you

  • Monitor your financial progress

  • Make investment planning easier

Feel free to browse our site. You'll find a variety of articles, calculators, and research reports that we hope will answer your questions or stimulate your interest.

If you have any questions, please call us at 1-800-995-1238 or e-mail us at mholevinski@madisonreps.com. We will be happy to help. We look forward to talking with you.

Could an HSA Strengthen Your Retirement Strategy?

After age 65, retirees can use HSA funds for any purpose without incurring a penalty.

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Life Insurance for Two

Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

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Location, Location, Location: The Premium Parents Pay for Top Schools

Homes in neighborhoods with access to top schools tend to cost significantly more than a typical home in the surrounding area.

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The One Big Beautiful Bill Act Extends Tax Breaks for Small Businesses

Here are three important tax provisions from the OBBBA that should provide certainty and stability for small businesses.

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Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

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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