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September Newsletter

Reading Time: < 1 minutes Here are our responses to questions we got last month. Please send me your questions if you’d like us to answer them in the next newsletter! Inflation Reduction Act – Passed by the Senate in July, this Act will 1) lower the …

What to do if you’re feeling the pain of high New Jersey Property Taxes

Reading Time: 5 minutes If you are a resident of the Garden State, it’s easy to feel compelled to complain about New Jersey property taxes. Never fear! In this blog we’re going to cover all the basics – what the tax rates are for …

August newsletter

Reading Time: 3 minutes Last month the Fed announced a rate hike of 75 basis points, or 0.75%, the fourth raise this year, in an effort to curtail inflation. The Federal Funds rate now stands at 2.25 to 2.5%.  While there was no noticeable …

Inflation’s impact on Social Security and retirement

Reading Time: 2 minutes Given the run up, there are many concerns about inflation’s impact on Social Security and retirement. Here are three main points to keep in mind. #1 One question we are getting a lot is, “Does Social Security increase with inflation?” …

Cost of living in New Jersey in 2022 can be high - read this blog to learn about it!

Why is the cost of living so high in New Jersey?

Reading Time: 5 minutes These days, it’s no secret that the cost of living is higher than most would prefer. In this blog we’re going to talk about the New Jersey cost of living in 2022, addressing the question on many of us Garden …

This blog is about the New Jersey 529 Plan and how it can help send kids to college.

What is the New Jersey 529 Plan and should I use it to send my kids to college?

Reading Time: 4 minutes Garden State residents usually have questions about the New Jersey 529 plan. In this blog we’ll talk about what it is, its salient features, and the pros and cons. Before we get started, you may want to check out other …

Our easy, clear take on the question of if Social Security increases with inflation

Reading Time: 5 minutes Given the tear that inflation has been on for the last year, concerns about managing expenses have come to the forefront. For many people retired or approaching retirement, whether or not inflation makes Social Security increase is a critical one. …

June Market Update

Reading Time: < 1 minutes With so much buzz in the financial media, it’s important to stay focused on what is relevant to a long-term investor. Equity markets have seen a volatile start to the year, with the S&P 500 down as much as 19% …