Newsletters

November To Do List

Read Before Thanksgiving Pie NOVEMBER, 2019 Jorie loves apple. Eric loves pumpkin. Here’s some food for thought: Max out your 401k Contribution for 2019: Under 50? you can contribute…

September To Do List

Quick Ways to Save Money and Get Organized SEPTEMBER 3, 2019 Here’s a great list of quick things to do to help you (potentially) save money and get organized: Just…

Protect your Identity: How to Freeze Your Credit

One of the best ways to protect yourself from ID theft is to freeze your credit at all credit agencies… Read More

New for 2017: NJ Income Tax Exemption for Vets!

New Jersey is offering a $3,000 income tax exemption for honorable discharged veterans… Read More>>

Contemplating the Cost of College and How to Apply For College Scholarships

Things to think about if you have or know a student applying to college… Read More>>

Equifax Breach

Half of the US population had their personal information potentially exposed by the latest Equifax breach. Here are some steps you can take to protect yourself from identity fraud… Read…

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 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…

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…

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… Read More>>