Advocating For You

The recently enacted One Big Beautiful Bill Act (OBBBA), passed by Congress and signed into law, introduces changes that will affect many...

Navigating the federal tax code, with its intricate and ever-changing rules, is no small feat. Add to that the unique tax codes of each...

The Original Purpose of Social Security: A Three-Legged Stool Social Security is a cornerstone of the United States' social safety net....

-Completing the NJ-1040, highlighting sections such as filing statuses -Veteran's exemption -Reporting pension/IRA income, and the...

Social Security is akey financial asset, yet too many Americans fail to make the most of it or understand it. We encourage you to watch...

The following link is the monthly breakfast seminar we did for our clients and friends on 01/26/2021. Jeff was an FBI Special Agent for...

Attached is the seminar we did for our clients and friends on 10/13/2020. We ran out of room with the 100 person limit in Zoom so we are...

Your home equity, how is it taxed, and what to watch out for in a divorce.

If your spouse passed away and you were married to them for at least 9 months, you may be eligible for this surviving spouse social...

Social Security spousal benefits were designed to provide additional retirement income to married couples in which one spouse was a...

Retiring in New Jersey has its challenges. High property taxes, high sales tax, high income tax, and high inheritance taxes are just a...

I hear it all the time. I hear it in my car and I hear it from some of my clients or potential clients. I have even seen it on highway...

Last year was the type of year investors dream of. Both the Dow Jones Industrial Average and broad-based S&P 500 crushed the long-term...

Yep, volatility is back. That is normal. What was not normal? The year 2017. Look at the chart below that shows average volatility in...