Our speakers are from Taxation University on behalf of the NJ Division of Taxation and will discuss:
-Completing the NJ-1040, highlighting sections such as filing statuses -Veteran's exemption -Reporting pension/IRA income, and the...
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Joseph Johnson
- Mar 11, 2021
- 1 min
Social Security VIDEO: President Biden (possible changes), taxes, how to maximize it, and much more.
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...
32 views
Joseph Johnson
- Jan 28, 2021
- 1 min
How to Stay Safe From Identity Theft and Cybercrime--FBI Special Agent Jeff Lanza
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...
56 views
Joseph Johnson
- Oct 14, 2020
- 1 min
2020 Presidential Election--10 Truths No Matter Who Wins
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...
174 views
Joseph Johnson
- Sep 30, 2020
- 1 min
Home Equity and Taxes (For Single, Married, or Divorced)
Your home equity, how is it taxed, and what to watch out for in a divorce.
31 views
Joseph Johnson
- Sep 30, 2020
- 1 min
Am I Eligible for Social Security as a Surviving Spouse?
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...
24 views
Joseph Johnson
- Sep 30, 2020
- 1 min
Am I Eligible for Social Security Benefits as a Spouse?
Social Security spousal benefits were designed to provide additional retirement income to married couples in which one spouse was a...
18 views
Joseph Johnson
- Sep 30, 2020
- 3 min
What is the NJ Exit Tax?
Retiring in New Jersey has its challenges. High property taxes, high sales tax, high income tax, and high inheritance taxes are just a...
6,651 views
Joseph Johnson
- Sep 30, 2020
- 3 min
Fear Selling.....
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...
20 views
Joseph Johnson
- Sep 30, 2020
- 2 min
What History Tells Us About Market Corrections
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...
19 views
Joseph Johnson
- Sep 30, 2020
- 2 min
Volatility Is Back, But That Is Normal
Yep, volatility is back. That is normal. What was not normal? The year 2017. Look at the chart below that shows average volatility in...
9 views
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