Reading Time: 2 minutesLately we’ve gotten a few questions about what to do with the cash now that the CDs from last year are maturing. As CD rates have gone down, people are wondering what the next best option is. Here are some ideas. Please note, none of this may be interpreted as a recommendation specific to any […]
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Reading Time: 2 minutesIn this video we talk about retirement account contribution amount changes for 2024. But before we get into it, we are financial planners in Morristown, New Jersey. Although nothing in this article may be interpreted as tax or legal advice (ask your CPA or legal advisor for such guidance), we’ve written other blogs on financial
Retirement Account Contribution Amounts – 2024 changes! Read More »
Reading Time: 3 minutesHow to save for your child’s college education isn’t as straightforward a choice as would appear. In this blog, we’re going to discuss the decision factors you should consider regarding UTMA vs. 529 accounts if you are considering converting. Before we get started, you may want to check out other New Jersey finance blogs we’ve
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Reading Time: 2 minutesAs we’re in the beginning of a new year, let’s look at the key economic factors that are likely to come into play, and what they may mean for investors. #1 Core Personal Consumption Expenditures (PCE) came it at 3.2% in November 2023, much higher than the 2% level where the Fed would like it
2024 Economic Outlook Read More »
Reading Time: 5 minutesGiven the rapidly changing real estate market, the question of whether to rent or buy a home in New Jersey isn’t as straightforward as you would think. In this blog we’ll talk about the pros and cons of each, as well as other important factors to consider as you make your decision. But before we
A balanced perspective on whether you should rent or buy in NJ Read More »
Reading Time: 3 minutesHere’s a quick summary of what we’ve been seeing in the market this year.
Reading Time: 5 minutesWhile we’d love to believe that employment is forever, the reality is these days, things can always change. Here are 5 things you should do if you experience Johnson & Johnson layoff. But before we get into it… We are financial advisors in Morristown, NJ, providing financial advice for New Jersey residents as well as folks
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Reading Time: 4 minutesThe last thing anyone wants to hear is that they owe taxes on an annuity they inherited. Take heart, it may not be as bad as you think. In this blog we’ll talk about how the taxes and distribution rules for an inherited annuity work, and what to do if you are faced by this
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Reading Time: 3 minutesIt’s tough out there. You worked and slaved away and reached success – and now you’re ready to cash it all in and call it a day. But it’s not time to exhale yet – there is a myriad of factors to take into account when retiring as an internet entrepreneur. We’ll talk about it
A guide to retiring from your internet business Read More »
Reading Time: < 1 minuteIn this month’s newsletter, we’re answering the most common questions we get about gifting. Before we get started though, remember that we are financial advisors (not your CPA). If you have specific questions about your personal situation, please reach out to your tax advisor. How much can I gift without tax implications? What is the
How much can I gift without tax implications? Read More »
