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 »
Reading Time: < 1 minuteAs we move forward in a COVID-riddled new year, it’s interesting to look back at what turned out to be the most surprising economic outcomes from last year. Here are three of Blackstone’s 2021 surprises that we found most intriguing. #1 Accommodative monetary policy We were truly surprised to see how accommodative the Fed has
What surprised us most about 2021 Read More »
Reading Time: < 1 minuteAs we wrap up the year, it is useful to consider what 2021 looked like in terms of the major market benchmarks and their drivers. The S&PAccording to Yahoo!Finance, the S&P index has risen 22.88% year to date as of December 21, 2021. Fed actions have been supportive of market gains. We’ll see if the story changes next year
2021 Market Wrap Up Read More »
Reading Time: 4 minutesAs financial advisors in Morris County, NJ, we see many financial benefits to living and/or retiring in New Jersey from a financial perspective…it’s not only about the Taylor Ham and Palisades Park. We offer these five tips for anyone who is (thinking about) or is retiring in Morristown, NJ. Before we get started, if you’re
5 must-know benefits of retiring in Morristown NJ (aside from Bruce Springsteen) Read More »
Reading Time: 2 minutesSending you a heartfelt message of holiday cheer. As the year draws to a close, we wanted to revisit this year’s key milestones and discuss our vision for the year to come. https://www.youtube.com/watch?v=QyEYcYUK39c 2021 started out with a mixing of eclectic sentiments, from angst to wonder and a bit of caution. We had been through
2021 recap + EOY items Read More »
Reading Time: < 1 minuteAs we move into the fall and we get close to the end of the year, planning thoughts are top of mind. Are you psyched? Roth IRA conversions One example would be tax strategies like Roth IRA conversions. These conversions can take some time as you will need to do a tax analysis before you
Get psyched up for End of Year Financial Planning! Read More »
Reading Time: 2 minutesLook anywhere in the news and you’ll get the gloom and doom story about how inflation is at unprecedented levels and there’s no indication it’ll stop anytime soon. However, this graph from the St. Louis Fed tells a different story. Given all this, we tend to take a more balanced view of inflation. If you
A balanced looked at inflation Read More »
Reading Time: 3 minutesI’m getting a great deal of questions about the Biden Tax Plan, as House Democrats unveiled their revised proposal several months ago. The aim of these tax increases is to fund social and climate change programs. In this article we’ll discuss Biden estate tax, Biden long term capital gains tax, and the other possible implications
Biden Tax Plan (what you need to know) Read More »
Reading Time: 2 minutesThe Fed’s Beige Book is a collection of anecdotal evidence from businesses across the country. It found evidence of moderate growth in the face of widespread shortages of materials and labor. Earnings are still rebounding and the forecast is positive for 2022 as well. New COVID lockdowns are a concern. Despite risks abounding, the economy
Is the economy too legit to quit? Read More »
