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In this newsletter we discuss the question of when inflation will stop.

Subject line: When will Inflation stop?

Reading Time: < 1 minute With the buzz in the headlines and the pinch at the checkout line, it’s no surprise that inflation has become something Americans can not ignore. We don’t see inflation as coming to a screeching halt anytime soon. However, based upon …

This blog discusses the New Jersey retirement plan savings mandate.

Help! I can’t handle the New Jersey retirement savings plan mandate!

Reading Time: 3 minutes A law has been passed requiring certain employers in New Jersey to provide retirement savings plans for their companies. It’s called the New Jersey Small Business Retirement Marketplace Act. In this article we’re going to discuss the terms of the …

In this blog we discuss to how encourage 401(k) plan employee participation.

7 ways to encourage employee participation in your 401(k) plan

Reading Time: 5 minutes As an employer, you would think it’s enough to just set up a 401(k) and call it a day. Your employees should be happy you’re providing them with a company sponsored-retirement plan option, right? In reality, it takes a lot …

Should you buy a New Jersey vacation home?

Reading Time: 4 minutes We’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 …

This blog talks about the questions to ask a financial advisor in New Jersey.

40 questions to ask a financial advisor in New Jersey

Reading Time: 4 minutes There 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 …

This blog discusses if we are in a recession.

Are we in a recession?

Reading Time: 2 minutes Market 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 …

When do therapists retire (and how?)

Reading Time: 5 minutes One 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, …

Russo-Ukrainian crisis: what it means for you

Reading Time: 2 minutes We 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 …