Reading Time: 5 minutesAs an employer, you would think it’s enough to just set up a 401(k) for your employees and call it a day. They should be happy you’re providing them with a company sponsored-retirement plan option, right? In reality, it takes a lot more effort to create a welcoming environment that encourages 401(k) plan employee participation. […]
7 ways to encourage employee participation in your 401(k) plan Read More »
Reading Time: 4 minutesWe’re often asked if buying a Jersey Shore home is a good investment. While we can’t answer that specifically with a “yes” or “no”, here is our take on how to approach the question of whether or not you should buy a New Jersey vacation home. Before we get started, you may want to check
Should you buy a New Jersey vacation home? Read More »
Reading Time: 4 minutesThere are a ton of financial advisors. How do you know how to pick a good one? It’s important to get the right information before you engage. Here is a list of 40 questions to ask a financial advisor in New Jersey. Before we get started, if you’re a New Jersey resident (or thinking about
40 questions to ask a financial advisor in New Jersey Read More »
Reading Time: 2 minutesMarket volatility, rising oil and wheat prices, and the Russo-Ukrainian conflict have led the American public to question, “Are we a recession?” The answer is that no, we are not currently in a recession. This newsletter is going to talk about the major economic forces at play and what it all means for the average
Are we in a recession? Read More »
Reading Time: 5 minutesOne of the more common questions we get when providing financial planning for therapists in our practice is the question of when therapists retire. There’s a great lack of clarity about when and how to retire from a therapy practice, as well as what therapist retirement options are. It may be a good idea to
When do therapists retire (and how?) Read More »
Reading Time: 2 minutesWe regret the sad and unfortunate conflict that has taken hold, as Russia invaded the Ukraine last month. Our hearts go out to the families affected. We have received inquiries as to what the Russo-Ukrainian conflict may mean for investors here in the United States, and here are our thoughts. Things haven’t been as easy
Russo-Ukrainian crisis: what it means for you Read More »
Reading Time: 4 minutesWe think living in New Jersey is fabulous; but depending upon whom you ask, it may be viewed as expensive. How much money do you have to earn to live in New Jersey? In this blog we’ll explore what the average income in New Jersey is likely estimated to be, based upon available sources as
What is the average income in New Jersey? [2022 update] Read More »
Reading Time: 2 minutesIt’s a new year and the fear of rate hikes has plotted a rocky course for the markets. Here are a few points to keep in mind as we navigate this uncertain course. It’s a big picture If one stock declines significantly, it doesn’t mean the entire market is down. Stocks may be subject to
The rocky ride begins Read More »
Reading Time: 4 minutesAs we pay inflated prices for a small bag of groceries, it’s always natural to think to yourselves, “Would moving to Morristown from NYC be such a bad idea?” If moving to New Jersey from New York is something you’re considering, here’s our checklist of items to think about. Before we get started, you may
A checklist for moving to Morristown, NJ from NYC Read More »
Reading Time: 3 minutesWait a minute! Did I get double taxed? This is a question you’re probably asking if you live in NJ and work in NYC. In this article we’ll talk about the myth of the “New Jersey double tax” and what you need to know if you are worried about getting taxed twice if you live
The New Jersey Double Tax: do NJ residents who work in NYC get taxed twice? Read More »
