(Due to the complicated nature of this topic, the language used in this blog post will be more advanced than in our typical blog post) Let’s assume for a minute that you were just out of college and took a job working for your eccentric uncle Jim. Although your uncle thinks a little differently than […]
Retirement 101 Series – Lesson One: Contributing to Your 401K
After four years of working (and playing) hard, Adam graduated from Rutgers University with honors. In addition to his shiny new diploma, he also had a great job lined up and the future certainly seemed bright. His grandmother Margaret, whom also shared his alma mater, was especially proud. They were always close, and on his […]
Retirement FAQ – What To Do After Taxes Are Filed
Q: It seems every year that I am scrambling to gather all my information and get my taxes filed. How do I get ahead of the game to make the process easier next year? A: You are not alone. Tax time can be very stressful, and many people find that despite their best intentions, they […]
Some of the Best Advice You’ll Never Hear
Buy High, Sell Low Your investments have not been performing so well. Despite the lackluster performance, your financial advisor continues to purchase additional shares with any free cash. Meanwhile, everyone is talking about how great Amazon stock is performing and you can’t help but wonder what is wrong with your advisor. You could not be […]
The Jackpot Could Be Yours
The Jackpot Could Be Yours… And that’s not just the Luck of the Irish It’s March, and while that might bring to mind thoughts of snow and cold weather, it also brings a lot of celebrations around luck. Around here, you could attend a St. Patrick’s Day parade every weekend day for four weeks; celebrating […]
Debt Dissolver: Getting Out of Credit Card Debt
One of the biggest challenges in personal finance is managing credit card debt. Credit card debt levels in the United States are staggering and with high interest rates and multiple cards, the prospect of getting out of debt can seem overwhelming and even insurmountable. If you can afford little more than the minimum payments, the […]
Presidents and Founding Fathers on Money
In honor of Presidents’ weekend, we took a look at the Presidents and Founding Fathers whose faces grace our currency, to see what we can learn from them about money. Interestingly enough, in the case of many of them and despite the fact that they are all respected leaders, the lessons on personal finance to […]
Valentine’s On a Budget
Valentine’s Day on a Budget Valentine’s Day is fast approaching but celebrating with your main squeeze doesn’t have to cause a financial squeeze. Like so many things, Valentine’s Day has become a bit commercial and may put pressure on you to create a “Wow” experience for your partner. Adding to that, you often have to […]
Tax Time 411 – 2019 Tax Deadline Guide
They say that the only certainties in life are death and taxes. It is our hope that both will be rather uneventful, quick and painless. Considering we are not doctors, but financial planners, let’s keep our focus where our strength lies and delve into some tips to help you get through the tax season. Get […]
Getting Your Financial House in Order
‘Tis the season for making resolutions, and some of the most common New Year’s resolutions are getting organized, budgeting and saving more. Although most make these commitments with the best of intentions, the truth is fewer than 40% of resolutions will be kept for even the next six months. If you have resolved to improve […]
