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August newsletter
Reading Time: 3 minutesLast 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 ...
Inflation’s impact on Social Security and retirement
Reading Time: 2 minutesGiven 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 ...
Why is the cost of living so high in New Jersey?
Reading Time: 5 minutesThese 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 ...
What is the New Jersey 529 Plan and should I use it to send my kids to college?
Reading Time: 4 minutesGarden 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 ...
Our easy, clear take on the question of if Social Security increases with inflation
Reading Time: 5 minutesGiven 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 ...
June Market Update
Reading Time: < 1 minuteWith 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 ...
I Bonds – are they a good deal?
Reading Time: 2 minutesWhat is an I Bond? An I Bond, or a Series I Savings Bond, is a Treasury Bond that is adjusted each six months for inflation. ...
The finance aspects of closing a therapy practice
Reading Time: 7 minutesOf all aspects of being a mental health professional, there is little said about the financial aspects associated with closing a therapy practice. In this blog, ...