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Should I buy a house in New Jersey suburbs or New York City?

Reading Time: 5 minutes Anyone who has lived or worked in New York City knows that there are more affordable places to live. But does it make sense, if …

Fall 2023 economic update

Reading Time: 2 minutes With changes in many of the major economic variables, we thought it would be a good idea to address the changing backdrop in our newsletter …

Am I saving enough?

Reading Time: 2 minutes Most people operate with the goal of saving as much as they possibly can. If you want to figure out if you are saving enough, …

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 …

July Newsletter

Reading Time: < 1 minutes 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 …

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 …