One Big Beautiful Bill’s impact on education planning
The One Big Beautiful Bill Act, known as OBBBA, has far-reaching effects on financial planning, most notably on retirement. One area that doesn’t get as much attention is the bill’s effects on education planning. Currently, there are three primary ways to fund...
Financial Wellness Month
Happy New Year! January is Financial Wellness Month, which is the perfect time to get a jump on your finances for the new year. Starting the year off right, as related to your finances, can help you manage stress and anxiety about money. After all, money is one of the...
Lawmakers propose tax breaks to save New Jersey diners
Two New Jersey lawmakers have proposed a bill that would extend new tax breaks to New Jersey diners in a bid to counter post-pandemic slowdowns and inflation. The bill, dubbed the “Saving Our Diners and Protecting Our Past Act,” would exempt qualifying diners from New...
Year-end financial to-dos to prepare for the new year
With the holiday season upon us, your to-do list might seem endless. Avoid letting the chaos distract you from your financial to-dos as you prepare for the holidays and look forward to a new year. Year-end strategies, including Roth conversions, qualified charitable...
Holiday conversations: The importance of discussing estate plans
‘Tis the season to deck the halls, light the menorah and provide peace on earth (or at least to your families) with a well-constructed financial and estate plan. With families getting together for the holidays, this is a good time to encourage conversations about...
