The rules around deducting charitable donations keeps changing. Here's what you need to know now.
When it comes to time to evaluate the seemingly infinite number of Medicare Plan options, your head may spin. We shed some light on the options.
The new Administration is sure to make changes that will impact financial planning. Here are our thoughts on what's to come.
Permanent life insurance is an important part of wealth protection planning. Learn how your policy can impact your retirement planning and more.
You may think filing your taxes on the first day of tax season is a good plan. But here's what you need to know before filing your tax return.
RMDs were suspended in 2020, but if you took the withdrawal and rolled it back, read this before preparing your tax return.
If you're paying for, or planning to pay for, college, be aware of these financial aid changes for 2021 and beyond.
Required minimum distributions are once again mandatory in 2021. But there are new rules to be aware of if you haven't had to take RMDs in the past.
Many were caught financially unprepared in 2020. Here are some tips to help you better prepare for your future.
It's easier than you think to fall into debt. Here are some options to help you get your debt under control - before it's too late.
Learn how to fund your cash needs in retirement. This virtual Princeton Adult School class promises to be informative, providing actionable retirement planning and financial planning guidance.
The recent stimulus package includes a spending bill for 2021 and a stimulus package intended to help individuals and businesses.
We are pleased to announce that Darren Zagarola, Howard Hook, and Howard Milove have won the 2021 Five Star Wealth Manager award.
Nobody wants to outlive their money. Here is a strategy that can help reduce income taxes in retirement, ensuring your money will last longer.
#GivingTuesday is about giving back in whatever way you can. Here are some ideas that go beyond writing a check, helping you to decide how you can make a difference.
Small Business Saturday encourages community members to shop locally. Your local businesses need your support. Here's how they're innovating and how you can participate.
Learn how Cyber Monday and Black Friday compare. Discover additional resources to keep you safe while researching and shopping this holiday season.
Fee-only financial planner, Darren Zagarola, discusses how financial planning helps individuals achieve financial independence.
You can't beat the convenience of online shopping, banking, and research. But you may be trading convenience for security.
Do you know that NJ offers to freeze the property tax of senior citizens and disabled homeowners? The deadline to apply is December 31; so don't delay.
If you are not enrolled in an employer-sponsored health plan, you have until December 15 to get coverage for you and your family.
The U.S. has posted record GDP growth for the third quarter. Can it continue? The answer isn't black and white.
Saving money for retirement or even a rainy day is often neglected in exchange for buying what we want when we want it. Here are some tips to develop healthier saving habits.
The annual Medicare Open Enrollment Period is about to begin. This is the time to make changes to your plan. Here's what you need to know.
Have you wondered why the stock market continues to do so well despite the absence of strong economic news? This may help shed some light on what's happening.
These simple steps can improve your financial health. Learn how to leverage credit reports, interest rates, the bond market, your dependent care account, and more.
529 Plans are typically used to pay for college. Now, however, parents are questioning if their Plan can help fund private school for K-12.
Did you take an RMD before the CARES Act passed and changed the requirement? There's still time to roll back your withdrawal.
Your Will probably details who gets all your stuff when you die. But have you considered what will happen to all your digital assets? You have more than you realize, and they need to be accounted for.
The concept of retirement has evolved. Instead of focusing on the golf course and the bridge table, today's retirees are showing up on college campuses, or at least they were until the pandemic set in. Still, seniors are turning to education as one of their primary interests in retirement, and there are lots of opportunities to consider in both the real and virtual worlds.
This year's extreme market volatility may have significant tax consequences for mutual fund investors. Here's what you need to know.
Baby boomers expect to transfer $30 trillion to their heirs over the next several decades. Read these tips to ensure you manage your inheritance properly.
When building an investment portfolio, it's important to consider cash in the mix. Learn the many reasons why, and how to determine how much cash is right for your financial plan.
Retirement is supposed to be enjoyable. Healthy financial habits should have set you up to do the things you've always wanted. But too often, individuals make mistakes that derail their plans to be financially independent. Learn how to set yourself up for a worry-free retirement.