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What you need to know about the Pfizer 401k plan

Reading Time: 5 minutes Pfizer is headquartered in Manhattan, New York, but it is home to many tri-state area employees. For these folks we’ve written a blog to decipher the ins ...

July Newsletter

Reading Time: < 1 minute Recent inflation data shows hope. As always, please reach out with any questions. Sources Bureau of Labor Statistics. (13 June, 2023). Consumer Price Index Summary. https://www.bls.gov/news.release/cpi.nr0.htm Cox, Jeff. (13 June, 2023). CNBC. Inflation rose ...

How to set up an S Corp 401(k)

Reading Time: 3 minutes Accountants and CPAs often recommend that business owners use an S-Corp as the legal structure for their businesses to reduce income taxes. However, there is far less ...

What roadblocks should I avoid when selling my psychiatry business

Reading Time: 3 minutes Often there’s not much said about selling a psychiatry practice. As financial advisors for therapists, we encourage you to avoid getting caught off guard as there are ...
Picture of palm trees

So, you’re thinking about moving from New Jersey to Florida…

Reading Time: 4 minutes Working with retired people, a common question we get is, “Should we move from New Jersey to Florida.” Given how expensive it can get in New Jersey, ...
Lawyer reading a trust document

Trusts are not just for ultra-wealthy people!

Reading Time: 2 minutes In our travels we are constantly finding that the people around us seem to have no idea what a trust actually is. The term “trust fund baby” ...

What you need to know about solo 401(k) contribution deadlines

Reading Time: 5 minutes Most people think a solo 401(k) is just a place for self-employed people to stuff a bunch of cash to save for retirement. We see much more ...

The market scores a C+, spelling time for vigilance

Reading Time: 2 minutes Equities It’s wise to adopt a cautious stance on equities. Central banks around the world are raising rates; and in the United States, we would expect a ...