We are more than a year into the COVID-19 pandemic, and it’s still in the front of everyone’s mind. This is a crucial time to avoid certain retirement mistakes. If you’re recently retired, or only a few years away from retiring, we have a few thoughts for...
It’s no surprise that last year was unique in many ways, but even for your tax returns it was a different year for many people. Don't worry, we have tax tips for you! Due to the pandemic, you might want to give your tax return a little bit of extra attention before...
April will be here before we know it, and April is Financial Literacy Month. Raising the overall level of financial literacy in the US is so important. Being able to fully understand the basics of personal finance can help so many Americans make better financial...
The real estate market has been buzzing for the better part of a year now. Homes, at least here in Monmouth County New Jersey, are flying off the market – usually for over asking price! Homeownership is becoming a reality for a lot of folks lately. Buying a home is...
The tax season is officially here. It's time to get organized. Don't put things off until the last second in April! With just over two months until the filing deadline (April 15th), we wante d to provide you with a basic checklist of things to track down. Whether you...
Should you consider replacing your bonds with an income annuity? A recent article in the WSJ discussed this very topic. The author's point was that unless you die relatively young, an income annuity will give you more retirement spending power than bonds. But is it...
We’ve all heard the generalized money-saving tidbits from the “gurus”. But is just being frugal in your day-to-day life enough? “Make coffee at home and skip the Starbucks!” “Bring your lunch to work instead of ordering out!” For a lot of people, these lifestyle...
It's tax time yet again! Do you know what your tax bracket is for your 2020 taxes? Things were a little different last year for a lot of people. The pandemic hit folks in a number of ways, and the usual income you were expecting may have looked different than 2019....
Charitable contributions can be a great thing for everyone involved. In 2017 alone, Americans gave $410.02 billion in charitable donations - accounting for 2.1% of the GDP. Making charitable donations can help fulfill your family’s moral values, but it can also play a...
2020 is a year most of us would prefer to forget. When the year started, nobody expected the COVID-19 pandemic or the tough financial times for many that followed. Having said that, 2020 is now behind us! We are into the first few days of 2021, and it’s time to...
