Theresa Yarosh, Certified Medicare & IRMAA Advisor
Theresa Yarosh
Macro Wealth Management, LLC
Professional Profile
Theresa Yarosh is a seasoned financial advisor at Macro Wealth Management, LLC, located in Fair Lawn, NJ, with 25 years of experience dedicated to guiding pre-retirees, retirees, widows, and divorced women. With a strong focus on Social Security, Medicare, and Retirement Income Planning, Theresa brings a wealth of knowledge and expertise to help clients navigate their financial futures with confidence.
As an IRMAA Certified Planner (IRMAACP™) program holder, Theresa Yarosh helps clients navigate Medicare costs and IRMAA surcharges with confidence.
As a Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and Certified Kingdom Advisor (CKA), Theresa combines technical proficiency with a personal touch. Her philosophy, "We focus on your money so you can focus on your life," underscores her commitment to providing tailored financial strategies that allow clients to enjoy their lives without financial worries.
In addition to her professional credentials, Theresa is also the author of "The Great Economic Deception," available on Amazon and other book retailers, reflecting her passion for educating others about financial matters. Whether you're looking to optimize your Social Security benefits or develop a comprehensive retirement income plan, Theresa is here to guide you every step of the way.
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How an NSSA® Certified Advisor Will Help You
An NSSA® Certified Advisor provides the knowledge and expertise needed to maximize your Social Security benefits and help you achieve a secure retirement.
Avoid Costly Social Security Claiming Mistakes
Navigating Social Security rules can be complex, and even small mistakes can cost you thousands of dollars in lost benefits. An NSSA® Certified Advisor ensures you make informed decisions and avoid costly errors.
Holistic Retirement Planning
An NSSA® Advisor integrates your Social Security strategy with your overall retirement plan, ensuring your assets work together to meet your financial goals and a clearer path to a secure future.
Guidance You Won’t Get from the Social Security Office
The Social Security office provides information but doesn’t offer personalized advice or strategies. An NSSA® Certified Advisor delivers tailored solutions based on your unique circumstances and goals.