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October 17, 2016

NJ Lowers Income Taxes for Retirees and Eliminates Estate Tax (with phase in period)

On Friday, Governor Christie signed the Gas Tax bill into law in NJ. Along with raising the state’s gas tax (effective Nov 1) this legislation contains multiple tax concessions for NJ residents...

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March 21, 2016

NJ 529 ABLE law has a lot of restrictions

Last March I wrote about the new and exciting addition to 529 Accounts called ABLE accounts for individuals with disabilities that would allow for investment accounts up to $100,000 without impacting these individuals’ ability to qualify for government benefits and supplemental social security income...

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February 20, 2016

IRS Warns Scammers are Rampant and Clever

The IRS will NEVER contact you on the phone or via email. If you receive a call from the IRS, hang up immediately. If you receive an email, delete it without clicking on any content...

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October 30, 2015

End of Some File & Suspend Social Security Strategies

Early this morning, the Senate passed a budget bill to extend the debt ceiling and avoid default of the US government next week...

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August 25, 2015

Market Volatility is Normal and Expected

Two steps forward and one step back is how the financial markets move...

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July 14, 2015

How to Disable Shockwave Flash Plugin Now

Adobe has acknowledged a critical vulnerability in their Adobe Flash Player...

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May 18, 2015

Student Loan Refinancing Options

Did you know that it may be possible to refinance high interest rate student loans?...

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April 14, 2015

Steps You Can Take to Protect your Credit - Do not rely on free monitoring services

You can begin to protect your credit with some simple (and mostly free) steps...

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March 20, 2015

Coming Soon... The 529 ABLE Plan!

In late 2014, the Achieving a Better Life Experience (ABLE) Act was signed into law authorizing the establishment of the 529 ABLE plan...

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